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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The reference to "Growth" and "Value" performance refers to the S&P 500 Growth Index and S&P 500 Value Index respectively. The S&P 500 Growth Index is a stock index that represents the fastest-growing companies in the S&P 500.The S&P 500 Value Index is an index made up of the strongest value stocks on the S&P 500.
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. 

 

 

 

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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.

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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 S&P 600 is an index of small-cap stocks managed by Standard and Poor's. It tracks a broad range of small-sized companies that meet specific liquidity and stability requirements.

The Russell 2000 Index is a small-cap stock market index that makes up the smallest 2,000 stocks in the Russell 3000 Index. The index is maintained by FTSE Russell.

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

The S&P 500 is a market-capitalization-weighted index of the 500 largest U.S. publicly traded companies.

The "commodity index" referred to is the Bloomberg Commodity Index.

The Bloomberg Commodity Index is a broadly diversified commodity price index and tracks prices of futures contracts on physical commodities on the commodity markets.

The "Real Estate Investment Trusts" referred to is the Nareit All Equity REITs Index.

The FTSE Nareit All Equity REITs Index is a free-float adjusted, market capitalization-weighted index of U.S. equity REITs (Real Estate Investment Trusts).

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