4 / 5 Stars
3 3 4 3 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#49 in Conservative Allocation
U.S. News evaluated 183 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 6.89 percent over the past year, 6.87 percent over the past three years, 12.45 percent over the past five years, and 5.79 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-0.8%|
|3 Years (Annualized)||6.9%|
|5 Years (Annualized)||12.4%|
|10 Years (Annualized)||5.8%|
The investment seeks moderate capital appreciation with current income. The fund, through investments in the GuideStone Funds Select Funds, combines approximately equal percentages of fixed-income securities with equity securities. It normally invests 41% of assets in Fixed Income Select Funds, 28% in U.S. Equity Select Funds, 13% in Non-U.S. Equity Select Funds and 18% in Real Return Select Funds.
Fees are Low compared to funds in the same category.
GuideStone Funds Balanced Allocation Fund has an expense ratio of 0.12 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.