MMA Praxis Value Index A 3435 Stelzer Rd Ste 1000 Columbus OH 43219 Map
Phone: 800-977-2947
| Category: | Large Value | | Fund Family: | MMA Praxis | | Net Assets: | 30.42M | | Year-to-Date Return: | 18.10% | | Yield: | 1.14% | | Morningstar Rating: |  | | Fund Inception Date: | 01-May-01 |
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Chad Horning
Lead Manager since
01-May-01 | | | Horning started as an equity analyst with MMA in February 1999. He became co-manager of the fund in April 2000. Prior to joining MMA, Horning was an economic analyst for Devtech Systems. He is also co-manager of MMA?s other equity portfolios, which includes a pension fund, endowment funds, trust and charitable accounts, and the MMA Praxis Value Index fund. Horning holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks capital appreciation. The fund maintains a portfolio of stocks intended to parallel the investment performance of the U.S. large cap value equities market, while incorporating socially responsible investing criteria. It employs a passive management strategy designed to track the performance of the MMA Value index. The fund attempts to replicate the benchmark index by investing at least 80% of total assets in the stocks that make up the index. |
| Last Dividend
(31-Dec-08):
| 0.08 | | Last Cap Gain
(18-Dec-08):
| 0.11 | | Annual Holdings Turnover
| 21.00% | | Average for Category:
| 67.10% |
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| Expense | MVIAX | Category Avg | | Total Expense Ratio: | 0.94%
| 1.27% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | 5.25%
| 5.44% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ 907 | $635 | | 5 Yr Expense Projection*: |
$ 1,185 | $963 | | 10 Yr Expense Projection*: |
$ 1,978 | $1,849 |
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