Morningstar

Praxis Genesis Balanced Portfolio Class A MBAPX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Everence Investment Hub
  • NAV / 1-Day Return $17.96  /  +0.39 %
  • Fund Size $105.7M
  • Adjusted Expense Ratio 0.900%
  • Net Expense Ratio 0.460%
  • Fee Level: Distribution Below Average
  • Share Class Type Front Load
  • Morningstar Category Global Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 1.85%
  • Turnover Ratio 13%
NAV and 1-Day Return as of

Morningstar’s Analysis MBAPX

Will MBAPX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MBAPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MBAPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MBAPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Praxis Genesis Balanced A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MBAPX

More MBAPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Praxis Impact Bond I

39.59 42M
—

Praxis International Index I

18.09 19M
—

Praxis Growth Index I

16.53 17M
—

Praxis Value Index I

15.82 17M
—

Praxis Small Cap Index I

9.97 10M
—

First American Government Obligs X

0.00 984
Cash and Equivalents

Sponsor Center