Praxis Genesis Growth Portfolio Class A (MGAFX)

Overview

The Portfolio is a fund of funds that principally targets its investments across a mix of asset classes with a strategy centered on Class I shares of Praxis Funds. It is designed for investors seeking to combine bond stability and the potential for equity growth. The fund’s investment objective is meticulously pursued by allocating assets in a balanced manner: approximately 10-30% is invested in bond funds for stability and income, while a more significant portion, 70-90%, is allocated to equity funds for growth potential. Selection of underlying funds is a critical process for the Portfolio, with the Adviser rigorously examining various factors such as the funds' investment goals, historical returns, and risk profile to optimize its investment strategy.

Products and Services

• Bond Funds Investment

  This service involves allocating 10-30% of the Portfolio's total assets into bond funds. These investments target funds that can provide steady income and stability, thus offering a cushion against the volatility often associated with equity investments. The selection is based on a comprehensive analysis of the bond funds' performance, yield, and risk factors, aiming for optimal contribution to the overall portfolio strategy.

• Equity Funds Investment

  Comprising 70-90% of the Portfolio's total assets, this aspect focuses on investing in equity funds. The objective here is to capitalize on the growth potential of equities, which can lead to higher returns over the long term. The Adviser selects underlying equity funds based on a well-defined process that evaluates their investment objectives, historical total return, and volatility, to ensure alignment with the Portfolio's investment goals.

• Selection Process for Underlying Funds

  The Adviser's approach to selecting underlying funds is strategic and methodical. By analyzing factors such as investment objectives, performance, and risk, the Adviser aims to build a diversified portfolio that balances growth with risk management. This process ensures that each selected fund meets the Portfolio's criteria and contributes meaningfully to achieving its overall investment objective.