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.
In the midst of the U.S. presidential election, how might the outcome affect markets and the economy, and what have we learned from previous administrations?
Resources
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.
Forms and documents
Find and download Praxis application and transfer forms and documents.
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
The Magnificent Seven stocks are a group of high-performing and influential companies in the U.S. stock market: Alphabet, Amazon, Apple, Meta Platforms, Microsoft, NVIDIA, and Tesla.
S&P 500 Index: The Standard and Poor’s 500 Index is a widely recognized index of 500 leading companies in leading industries of the U.S. economy.
Russel 2000 Index: Russell 2000 Index measures the performance of the small-cap segment of the U.S. equity universe.
CPI: The Consumer Price Index (CPI) measures the monthly change in prices paid by U.S. consumers.
Federal Funds Rate: The target interest rate range at which commercial banks borrow and lend their excess reserves to each other overnight, which is set by the Federal Open Market Committee (FOMC).
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 money market refers to trading in very short-term debt investments.
Past performance does not guarantee future results.
All investing involves risk, including potential loss of principal.
Indexes are unmanaged, do not incur fees, and it is not possible to invest directly in an index.
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.
