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Morningstar

GuideStone Funds Small Cap Equity Inv GSCZX

Morningstar Medalist Rating
Medalist Rating as of | See GuideStone Investment Hub
  • NAV / 1-Day Return 14.93  /  1.58 %
  • Total Assets 681.4 Mil
  • Adj. Expense Ratio
    1.210%
  • Expense Ratio 1.210%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.11%
  • Turnover 54%

USD | NAV as of Oct 03, 2023 | 1-Day Return as of Oct 03, 2023, 11:41 PM GMT+0

Morningstar’s Analysis GSCZX

Will GSCZX 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 GSCZX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the GSCZX 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 GSCZX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit GuideStone Funds Small Cap Equity Inv to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GSCZX

More GSCZX Holdings
  • Current Portfolio Date
  • Equity Holdings 616
  • Bond Holdings 0
  • Other Holdings 102
  • % Assets in Top 10 Holdings 13.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fut. Cme Eminirus2k Sep23

5.55
42,215,520
—

GuideStone Funds Money Market Instl

4.39
33,366,557
Cash and Equivalents

Casella Waste Systems Inc Class A

1.13
8,605,859
Industrials

WNS (Holdings) Ltd ADR

0.87
6,622,373
Technology

Hamilton Lane Inc Class A

0.86
6,544,386
Financial Services

Cactus Inc Class A

0.84
6,408,588
Energy

Old National Bancorp

0.79
6,007,862
Financial Services

Magnolia Oil & Gas Corp Class A

0.75
5,669,129
Energy

Kulicke & Soffa Industries Inc

0.74
5,629,362
Technology

Workiva Inc Class A

0.71
5,418,461
Technology