Morningstar

Everence Mutual Funds

View all of Everence’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Everence Mutual Funds List

1 to 13 of 13 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Praxis Value Index Fund Class IMVIIXLarge Value
19.90%260.370%LowInstitutional$100,000
Praxis International Index Fund Class IMPLIXForeign Large Blend
13.72%150.540%LowInstitutional$100,000
Praxis Growth Index Fund Class AMGNDXLarge Growth
11.53%310.620%LowFront Load$2,500
Praxis Growth Index Fund Class IMMDEXLarge Growth
11.78%300.340%LowInstitutional$100,000
Praxis Value Index Fund Class AMVIAXLarge Value
19.57%280.690%LowFront Load$2,500
Praxis Impact Bond Fund Class IMIIIXIntermediate Core Bond—−2.08%670.450%AverageInstitutional$100,000
Praxis International Index Fund Class AMPLAXForeign Large Blend
13.41%200.940%LowFront Load$2,500
Praxis Genesis Balanced Portfolio Class AMBAPXGlobal Moderate Allocation
7.92%490.900%Below AverageFront Load$2,500
Praxis Genesis Growth Portfolio Class AMGAFXGlobal Moderately Aggressive Allocation
11.31%190.890%LowFront Load$2,500
Praxis Small Cap Index Fund Class IMMSIXSmall Blend
14.07%480.420%LowInstitutional$100,000
Praxis Impact Bond Fund Class AMIIAXIntermediate Core Bond—−2.22%770.780%AverageFront Load$2,500
Praxis Small Cap Index Fund Class AMMSCXSmall Blend
13.68%510.940%LowFront Load$2,500
Praxis Genesis Conservative Portfolio Class AMCONXGlobal Moderately Conservative Allocation
1.40%1001.060%Above AverageFront Load$2,500

Everence Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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