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, provides insights into the market and economy.

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


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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 and register for the next one through Everence Navigate, our Praxis Financial Professionals Portal. (You will need to create a username and password to access this.)

Login to Navigate for upcoming and previous webinars Register for the portal online

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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. 

Not registered? Register online for the Praxis Financial Professional Portal on Everence Navigate

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.

Learn more

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Stories of impact

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

Learn more


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.

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

Bloomberg Barclays U.S. Aggregate Index is an index of widely held fixed-income securities often used as a proxy for the bond market. It is comprised of the U.S. Treasury and U.S. agency bonds, mortgage-backed bonds, and higher-grade corporate bonds. Indexes are unmanaged, do not incur fees, and it is not possible to invest directly in an index.