GuideStone Funds Small Cap Equity Fund Investor Class

 (MUTF:GSCZX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-1.28%  
1 week
   
-1.61%  
4 week
   
-1.83%  
3 month   +0.80%
   
YTD   +3.81%
   
1 year   +11.02%
   
3 years*   +18.37%
   
5 years*   +16.77%
   
*annualized
Best 3 month return+26.02%  
Worst 3 month return-36.48%  

Morningstar statistics

Morningstar category: Small Blend
  Return Risk Rating
3 years Average Average
5 years Above Average Average
10 years Average Average
Overall Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets555.15M 
Front load-  
Deferred load-  
Expense ratio1.30%  
Management fee-  
Fund familyGuideStone Funds 

Asset allocation

Cash3.07%  
Stocks96.92%  
Bonds0.00%  
Other0.01%  

Purchase information

Initial$1,000  
Additional$100  
IRA Initial$1,000  
AIP Initial$1,000  
AIP Additional$100  
17.73-0.23(-1.28%)
May 26, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks to provide long-term capital appreciation. The fund invests mainly (at least 80% of its net assets, plus borrowings for investment purposes, if any, and typically more) in equity securities, which may include stock, stock futures, rights, warrants or securities convertible into stock, of U.S. companies that, at the time of purchase, are in the small capitalization segment of the U.S. equity market, generally consistent with the capitalization range of companies comprising the Russell 2000� Index.
Fund filings (PDF) »
Asset managers:
Grant Babyak (Started: Aug 31, 2002)
Gina Marie Moore (Started: Aug 27, 2001)
Kenneth Duca (Started: Dec 31, 2007)
Stefani Cranston (Started: Dec 31, 2014)
Christopher Whitehead (Started: Dec 31, 2009)
Katerina Wasserman (Started: Oct 31, 2009)
Anne Wickland (Started: Mar 13, 2014)
Gregory Rogers (Started: Dec 31, 2014)
Theodore Aronson (Started: Aug 27, 2001)
Clifford Fox (Started: Mar 9, 2009)
Lance James (Started: Jun 4, 2013)
Joshua Schachter (Started: Mar 13, 2014)
Advisor Company:
Guidestone Capital Management
Fund family reports on Morningstar »
Guidestone Funds, 2401 Cedar Springs Road, Dallas TX 75201, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -5.29 -3.16 -2.25 -0.39
Beta* 1.19 1.14 1.20 1.18
Mean annual return 0.81 1.25 1.24 0.84
R-squared* 56.07 71.60 84.22 86.45
Standard deviation 14.38 12.79 16.94 18.64
Sharpe ratio 0.68 1.17 0.87 0.46
* Against standard index

Top 10 holdings

Security Net Assets  
Russell 2000 Index Mini TIC 3.24%  
Tyler Technologies Inc (TYL) 0.96%  
Synchronoss Technologies Inc (SNCR) 0.75%  
Universal Electronics Inc (UEIC) 0.75%  
Synaptics Inc (SYNA) 0.68%  
EMCOR Group, Inc. (EME) 0.67%  
Spirit AeroSystems Holdings Inc (SPR) 0.61%  
Take-Two Interactive Software Inc (TTWO) 0.61%  
Libbey Inc (LBY) 0.60%  
Astronics Corp (ATRO) 0.60%