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Morningstar

GuideStone Funds Balanced Allc Inv GGIZX

Morningstar Analyst Rating
Quantitative rating as of | See GuideStone Investment Hub
  • NAV / 1-Day Return 10.77  /  0.28 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    0.370%
  • Expense Ratio 0.960%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.28%
  • Turnover 19%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 11:57 PM GMT+00:00

Morningstar’s Analysis GGIZX

Will GGIZX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GGIZX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the GGIZX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of GGIZX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Weakness in GuideStone Funds Balanced Allc Inv's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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