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.
Chad Horning, CFA®, Chief Investment Officer and Benjamin Bailey, CFA®, Vice President of Investments, provide insights into the market and economy.
Resources
Forms and documents
Find and download Praxis application and transfer forms and documents.
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.
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
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.
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.
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.
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
Compare the funds
See the fund performance and learn more about our fund family.
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.
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.
Disclosure
Federal funds rate refers to the target interest rate range set by the Federal Open Market Committee.
Past performance does not guarantee future results.
All investing involves risk, including potential loss of principal.
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.
The Nasdaq Composite Index is a market capitalization-weighted index of more than 3,700 stocks listed on the Nasdaq stock exchange.
Indexes are unmanaged, do not incur fees, and it is not possible to invest directly in an index.
Diversification does not assure a profit, nor does it protect against a loss in a declining market.
Index performance is not indicative of any fund performance. For current standardized performance of the funds, please call 800-977-2947 or visit praxismutualfunds.com.
