Praxis for Advisors portal

The advisor portal provides financial professionals the tools and resources to help you meet your client's values-investing needs. Continual additions and enhancements help ensure you have current information needed to promote faith-based and values-driven investing. Contact our team with any questions. 

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Chad Horning, CFA®, Praxis Mutual Funds President and Chief Investment Officer for Everence Financial®, provides insights into the market and economy. 

Performance data quoted represents past performance; past performance does not guarantee future results. 

Resources

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Forms and documents

Find and download Praxis application and transfer forms and documents. 

 

 

 

Go to forms and documents

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Advisor webinars

Learn more about Praxis Funds at our quarterly advisor webinars. View recent webinars through the Praxis for Advisors portal or email us to ask about future webinars.

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Tax documents

Posted documents include:

  • Tax report schedule
  • Praxis Mutual Funds foreign source income tax information
  • Praxis Mutual Funds supplemental tax information
  • Capital gain estimates

Go to tax resources

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White paper

In his white paper, Optimized Index Funds: Seeking Impact and Returns, Chad Horning, CFA®, Praxis Mutual Funds President, explores how optimized index funds offer a platform to advocate for better corporate behavior through engagement with company management teams.

Download the free white paper (PDF)

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What advisors should know about faith-based investing

In his article, Five things every advisor should know about faith-based investing, Jerry Gray, National Sales Consultant, shares insights from his 23 years of experience helping clients integrate finance and faith to make a meaningful impact.

Read the article online Download the article (PDF)

Connect with us

Our National Sales Consultants are here for you. We can give you more information about the fund family or a specific fund.

Email us

Or call us at 800-503-0905.

Access client resources

Login to the Praxis for Advisors portal and access resources you can use with clients, as well as exclusive educational materials for advisors.  

Note: Online access to shareholder account information is not available through the Praxis for Advisors portal. Investment professionals may access Praxis Mutual Funds shareholder accounts online via DST Vision.

For immediate assistance, please call DST Vision Support at 800-435-4112, Monday through Friday, from 7 a.m. to 5 p.m. Central time.

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Invest in impact

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Compare the funds

See the fund performance and learn more about our fund family. 

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How we invest

See what makes Praxis Mutual Funds different, and learn about our stewardship investing approach. Find out what actions we take to have a positive impact on the world.

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Stories of impact

Read updates on shareholder advocacy, community development investing, positive impact bonds and more.

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Disclosure

Diversification does not assure a profit, nor does it protect against a loss in a declining market.

The S&P 500 or Standard & Poor's 500 Index is a market-capitalization-weighted index of the 500 largest U.S. publicly traded companies.

The "markets" referred to is the S&P 500 index.

Indexes are unmanaged, do not incur fees, and it is not possible to invest directly in an index.