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®, Chief Investment Officer, provides insight into the market and economy.

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 resources and documents

Resources include:

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

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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 8 a.m. to 6 p.m. (ET).

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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 stories of impact related to shareholder advocacy, community development investing, positive impact bonds by clicking the link below. Or, read news articles featuring Praxis staff insights by clicking the Praxis in the news link. 

Read stories of impact Praxis in the news

Disclosure

Past performance does not guarantee future results.

Gross domestic product (GDP) is the total monetary or market value of all the finished goods and services produced within a country’s borders in a specific time period.

The Consumer Price Index (CPI) measures the monthly change in prices paid by U.S. consumers. 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 Dow Jones Industrial Average (DJIA) is a stock market index that measures the stock performance of 30 large companies listed on stock exchanges in the United States.

Nasdaq is a global electronic marketplace for buying and selling securities.

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

Standard deviation is a basic mathematical concept that measures volatility in the market or the average amount by which individual data points differ from the mean.

Fund holdings:
  Praxis Growth Fund top ten holdings.
  Praxis Impact Bond Fund top ten holdings.
  Praxis International Index Fund top ten holdings.
  Praxis Small Cap Index Fund top ten holdings.
  Praxis Value Index Fund top ten holdings.