PRXVPraxis Impact Large Cap Value ETF

Grow my money1y track recordRanked #1,707 of 2,960 in this goal

Seeks capital appreciation.

By Praxis Investment Management, Inc. · Launched 2025

Annual Cost

0.36%

#1,826 of 5,562 · low cost

Fund Size

$72M

#3,227 of 5,562 · mid-size

Return (1Y)Goal

+27.2%

Track Record

1 year

#4,326 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$12,700+27.0%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Index tracking

Factor

Value

Index tracked

CRSP US Large Cap Value Index

What it actually holds

By weight

Concentration

Top 10 holdings = 20.2% of fund✓ well diversified

JPMorgan Chase & Co

4.1%

Johnson & Johnson

2.4%

Walmart Inc

2.2%

Procter & Gamble Co/The

2.0%

AbbVie Inc

1.9%

Bank of America Corp

1.7%

Home Depot Inc/The

1.6%

Micron Technology Inc

1.5%

Cisco Systems Inc

1.4%

Coca-Cola Co/The

1.4%

Asset allocation

Stocks

99.3%

Cash

0.6%

Other

0.1%

By sector

Financial Services

21.5%

Technology

17.6%

Healthcare

14.7%

Industrials

11.7%

Consumer Defensive

8.9%

Energy

7.1%

Utilities

4.5%

Consumer Cyclical

4.4%

Other

9.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

10.5%Moderate

Year-on-year price swings

Max drawdown

-6.3%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks capital appreciation.
Strategy: Invests primarily in U.S. large cap value equities, seeking results that correspond to the CRSP US Large Cap Value Index. The Fund applies proprietary screens aligned with Praxis Stewardship Investing core values, investing at least 80% of net assets in large cap value companies. It employs optimization techniques to select securities that replicate the index's risk-return profile while adhering to its values and impact strategies.
Inception date: April 7, 2025
Fund family: Praxis Investment Management, Inc.