Our combination of traditional values screens and industry-leading, data-driven screening, means that our funds avoid companies that don’t fit with our values and invest in companies where we can make a difference.
How we screen
Finding the right balance
We use two types of screens, one tilts our portfolios toward positive social impact and the other ensures that environmental, social and governance data is integrated in all of our funds. We carefully balance our responsibility as fund managers to include a diverse array of investments and reflect the Praxis core values.
Values screens
Avoid companies that deal primarily in industries that don’t align with our values. We screen out companies for abortion, adult entertainment, alcohol, cannabis, firearms, gambling, nuclear power, predatory lending, tobacco, and weapons production and support systems.
ESG screens
Use data-driven research to give companies a score on how well they perform on environmental, social and governance issues. We use this information to screen out companies with low scores. But we choose to leave in companies whose scores and history show a willingness to discuss the issues.
Our investments
After both screens are applied, our investment universe includes companies that we can encourage toward better business policies and practices. Some companies may already be industry leaders, while others are striving toward improvements.
Invest in Praxis
Talk to your financial advisor to invest in Praxis Mutual Funds. You can also complete an online application or download a paper application.
Let us support you as you help your clients make a difference through Praxis Mutual Funds. Find client materials, webinars and other educational materials.
