Morningstar

Praxis Small Cap Index A MMSCX

Morningstar Medalist Rating
Medalist Rating as of | See Praxis Mutual Funds Investment Hub
  • NAV / 1-Day Return 10.80  /  +1.50 %
  • Total Assets 185.9 Mil
  • Adj. Expense Ratio
    1.120%
  • Expense Ratio 1.120%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Small Blend
  • Investment Style Small Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.84%
  • Turnover 38%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:28 PM GMT+0

Morningstar’s Analysis MMSCX

Will MMSCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MMSCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MMSCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MMSCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Praxis Small Cap Index A's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings MMSCX

More MMSCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SPX Technologies Inc

0.86 1.6 Mil
Industrials

Bristow Group Inc Ordinary Shares

0.83 1.6 Mil
Energy

Fabrinet

0.75 1.4 Mil
Technology

ATI Inc

0.74 1.4 Mil
Industrials

Badger Meter Inc

0.70 1.3 Mil
Technology

Insight Enterprises Inc

0.69 1.3 Mil
Technology

CVR Energy Inc

0.67 1.2 Mil
Energy

Mueller Industries Inc

0.66 1.2 Mil
Industrials

Ensign Group Inc

0.65 1.2 Mil
Healthcare

Meritage Homes Corp

0.65 1.2 Mil
Consumer Cyclical

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