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Morningstar

Praxis Genesis Conservative A MCONX

Morningstar Medalist Rating
Medalist Rating as of | See Praxis Mutual Funds Investment Hub
  • NAV / 1-Day Return 11.43  /  −0.26 %
  • Total Assets 23.4 Mil
  • Adj. Expense Ratio
    1.060%
  • Expense Ratio 1.060%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Status Open
  • TTM Yield 2.02%
  • Turnover 11%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis MCONX

Will MCONX 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 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.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Praxis Genesis Conservative A to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
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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

69.86 17.1 Mil
—

Praxis Value Index I

9.38 2.3 Mil
—

Praxis Growth Index I

9.17 2.2 Mil
—

Praxis International Index I

9.00 2.2 Mil
—

Praxis Small Cap Index I

2.56 626,088
—

First American Government Obligs X

0.03 6,574
Cash and Equivalents