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Morningstar

Praxis Value Index A MVIAX

Morningstar Medalist Rating
Medalist Rating as of | See Praxis Mutual Funds Investment Hub
  • NAV / 1-Day Return 17.62  /  +0.11 %
  • Total Assets 502.5 Mil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.85%
  • Turnover 45%

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

Morningstar’s Analysis MVIAX

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

  • People Pillar

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

Praxis Value Index A’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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

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Portfolio Holdings MVIAX

More MVIAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

3.12 16.8 Mil
Financial Services

Johnson & Johnson

2.08 11.2 Mil
Healthcare

Procter & Gamble Co

1.89 10.2 Mil
Consumer Defensive

Merck & Co Inc

1.58 8.5 Mil
Healthcare

Bank of America Corp

1.44 7.8 Mil
Financial Services

Linde PLC

1.34 7.2 Mil
Basic Materials

Walmart Inc

1.33 7.2 Mil
Consumer Defensive

LyondellBasell Industries NV Class A

1.21 6.5 Mil
Basic Materials

The Walt Disney Co

1.18 6.3 Mil
Communication Services

ConocoPhillips

1.17 6.3 Mil
Energy