For financial professionals

We want to help you meet your client's values-investing needs with tools and resources from Praxis. We can answer your questions and help you access the materials you need.

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. 

 

 

 

See forms and documents

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Advisor webinars

Learn more about Praxis Funds at our quarterly advisor webinars. View recent webinars through Everence Navigate, our Praxis Financial Professionals Portal, or email us to ask about future webinars.

Login to Navigate for previous webinars Email us

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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

See 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)

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 Everence Navigate for the Praxis Financial Professional Portal and access resources you can use with clients, as well as educational materials for advisors.  

Note: Online access to shareholder account information is not available through the Praxis Financial Professional 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. 

See performance

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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

As of Jan. 31, 2021, the Praxis Small Cap Index Fund has invested 1.83% of its assets in GameStop; and the Praxis Growth Index Fund has invested 3.47% of its assets in Tesla. Fund holdings are subject to change. To obtain holdings as of the most previous quarter, visit praxismutualfunds.com.

Cryptocurrency (notably, bitcoin), often referred to as ‘‘virtual currency’’ or ‘‘digital currency,’’ operates as a decentralized, peer-to-peer financial exchange and value storage that is used like money. The Fund may have exposure to bitcoin, a cryptocurrency, indirectly through an investment in the Bitcoin Investment Trust (‘‘GBTC’’), a privately offered, open-end investment vehicle. Cryptocurrency operates without central authority or banks and is not backed by any government. Even indirectly, cryptocurrencies may experience very high volatility and related investment vehicles like GBTC may be affected by such volatility. As a result of holding cryptocurrency, the Fund may also trade at a significant premium to NAV. Cryptocurrency is also not legal tender. Federal, state or foreign governments may restrict the use and exchange of cryptocurrency, and regulation in the U.S. is still developing. Cryptocurrency exchanges may stop operating or permanently shut down due to fraud, technical glitches, hackers or malware.

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.