Praxis Growth Index Fund Class A

 (MUTF:MGNDX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-2.88%  
1 week   +2.29%
   
4 week
   
-8.82%  
3 month
   
-7.96%  
YTD
   
-4.12%  
1 year
   
-0.47%  
3 years*   +12.97%
   
5 years*   +15.11%
   
*annualized
Best 3 month return+21.93%  
Worst 3 month return-32.14%  

Morningstar statistics

Morningstar category: Large Growth
  Return Risk Rating
3 years Below Average Below Average
5 years Average Low
10 years     -     - -
Overall Average Low
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets187.90M 
Front load5.25%  
Deferred load-  
Expense ratio0.91%  
Management fee-  
Fund familyPraxis Mutual Funds 

Asset allocation

Cash0.83%  
Stocks99.07%  
Bonds0.10%  
Other0.00%  

Purchase information

Initial$2,500  
Additional$100  
IRA Initial$2,500  
AIP Initial$100  
AIP Additional$100  
16.54-0.49(-2.88%)
Sep 1, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks capital appreciation. The fund invests primarily in U.S. equity securities and seeks to reflect the performance of the U.S. large capitalization growth equities market, as measured by the Standard & Poor's 500 Growth Index. Under normal circumstances, it invests at least 80 percent of the value of its assets in securities of, and investments related to, issuers in the fund's benchmark index. The fund seeks to avoid companies that are deemed inconsistent with the stewardship investing core values.
Fund filings (PDF) »
Asset manager:
Dale Snyder (Started: Jun 17, 2013)
Advisor Company:
Everence Capital Management, Inc
Fund family reports on Morningstar »
Praxis Mutual Funds, 303 Broadway, Suite 900, USA, Cincinnati, OH 45202

Risk

  1 year 3 years 5 years 10 years  
Alpha* 2.01 -0.01 0.74     -
Beta* 1.02 1.00 0.98     -
Mean annual return 1.11 1.38 1.36     -
R-squared* 96.42 94.15 95.66     -
Standard deviation 9.52 8.78 11.77     -
Sharpe ratio 1.40 1.88 1.38     -
* Against standard index

Top 10 holdings

Security Net Assets  
Apple Inc (AAPL) 7.44%  
Microsoft Corp (MSFT) 3.64%  
Facebook Inc Class A (FB) 1.84%  
Gilead Sciences Inc (GILD) 1.82%  
Walt Disney Co (DIS) 1.74%  
Johnson & Johnson (JNJ) 1.68%  
Home Depot Inc (HD) 1.60%  
Amazon.com Inc (AMZN) 1.55%  
Intel Corp (INTC) 1.51%  
Google Inc Class A (GOOGL) 1.51%