Find the tools, forms and other resources to support your Praxis investments.
As spring arrives in the Midwest, the markets have shown signs of life after a winter lull. Chad Horning and Benjamin Bailey look at the stock and bond markets, consumer sentiment and what investors are thinking.
Investor resources
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
Captial gain estimates
Prospectus and reports
Access the prospectus and other product reporting for Praxis.
research
Research reveals the biases and barriers stifle conversations about faith and investing between financial advisors and clients
Faith-based investing: The conversation clients seek, the value advisors can add
3 out of 4 investors want advisors to understand their faith-based investing preferences. Skepticism and lack of awareness cause 9 out of 10 advisors to avoid the topic. Download the research to understand what investors want from their advisors.
This advisor-only portal provides financial professionals the tools and resources to help you meet your client's values-investing needs. (Client fund information is not accessible at this portal.)
Webinars and videos
Learn more about Praxis at our quarterly advisor webinars and view video resources.
Contact us
Get answers to your Praxis questions by reaching out with a message or a call.
Disclosure
You should consider the fund’s investment objectives, risks, sales charges and expenses carefully before you invest. The fund’s prospectus and summary prospectus contain this and other information. Please read them carefully before you invest.
Investment products are not FDIC insured, may lose value, and have no bank guarantee. Praxis Mutual Funds and Praxis ETFs are advised by Praxis Investment Management, Inc. and distributed through Foreside Financial Services, LLC.
