Skip to Content
Morningstar

Praxis Genesis Balanced A MBAPX

Morningstar Medalist Rating
Medalist Rating as of | See Praxis Mutual Funds Investment Hub
  • NAV / 1-Day Return 14.94  /  +0.81 %
  • Total Assets 91.1 Mil
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.940%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Status Open
  • TTM Yield 1.73%
  • Turnover 11%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0

Morningstar’s Analysis MBAPX

Will MBAPX outperform in 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.

Praxis Genesis Balanced A's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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

39.82 37.3 Mil
—

Praxis International Index I

17.94 16.8 Mil
—

Praxis Value Index I

16.19 15.2 Mil
—

Praxis Growth Index I

15.82 14.8 Mil
—

Praxis Small Cap Index I

10.22 9.6 Mil
—

First American Government Obligs X

0.00 1,734
Cash and Equivalents