Morningstar

Praxis Genesis Conservative Portfolio Class A MCONX

Morningstar Medalist Rating
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Medalist Rating as of See Everence Investment Hub
  • NAV / 1-Day Return $12.25  /  +0.16 %
  • Fund Size $22.2M
  • Adjusted Expense Ratio 1.060%
  • Net Expense Ratio 0.610%
  • Fee Level: Distribution Above Average
  • Share Class Type Front Load
  • Morningstar Category Global Moderately Conservative Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 2.58%
  • Turnover Ratio 12%
NAV and 1-Day Return as of

Morningstar’s Analysis MCONX

Will MCONX 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 MCONX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MCONX 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 MCONX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Praxis Genesis Conservative 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
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Portfolio Holdings MCONX

More MCONX 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

77.68 17M
—

Praxis Growth Index I

7.01 2M
—

Praxis International Index I

6.82 2M
—

Praxis Value Index I

6.71 2M
—

Praxis Small Cap Index I

1.75 393,135
—

First American Government Obligs X

0.03 6,228
Cash and Equivalents

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