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MBAPX Praxis Genesis Balanced A

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Fund MBAPX Praxis Genesis Balanced A PAXWX Pax Balanced Individual Investor  
Similarity
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100% 91%
Annual Fees
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$114.62
(1.10% Exp. Ratio)
$96.91
(0.93% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.20% annual return
$24,686.41 $25,991.67
Est. savings over 30 yrs +$1,305.25
Return
As of 10/31/16
1 YR RETURN 2.27%
3 YR 3.46%
5 YR 6.47%
10 YR --
1 YR RETURN 3.75%
3 YR 4.77%
5 YR 7.47%
10 YR 4.19%
Description
The investment seeks long-term capital appreciation and growth of income. The Portfolio, a fund of funds, seeks to achieve its investment objective by investing primarily in Class I shares of underlying Praxis Funds. The Portfolio typically invests approximately 30-50 percent of its total assets in bond funds and 50-70 percent of its total assets in equity funds.
The investment seeks income and conservation of principal; as a secondary investment objective, the Balanced Fund seeks long-term growth of capital. The fund follows a sustainable investing approach, combining rigorous financial analysis with equally rigorous environmental, social and governance (ESG) analysis in order to identify investments. The adviser normally expects to invest approximately 60-75% of its assets in equity securities and approximately 25-40% of its assets in debt securities, though this allocation may vary somewhat depending on market conditions.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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