Morningstar Ratings for GuideStone Funds
The Morningstar Rating™ for funds, often called a star rating, is a quantitative assessment of a fund’s past performance — both return and risk — as measured from one to five stars.
Morningstar Inc. is a leading provider of independent investment research in the United States and in major international markets. Morningstar is a trusted source for insightful information on stocks, mutual funds, variable annuities, closed-end funds, exchange-traded funds, separate accounts, hedge funds, and 529 college savings plans. With operations in 16 countries, Morningstar currently provides data on more than 125,000 investment offerings worldwide.
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Conservative Allocation
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Conservative Allocation
|
 of 452
|
of 452
|
of 278
|
|
Balanced Allocation
|
Moderate Allocation
|
of 935
|
of 935
|
of 707
|
|
Growth Allocation
|
Moderate Allocation
|
of 935
|
of 935
|
of 707
|
|
Aggressive Allocation
|
World Stock
|
of 479
|
of 479
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of 400
|
|
Low-Duration Bond
|
Short-Term Bond
|
of 381
|
of 381
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of 303
|
|
Medium-Duration Bond
|
Intermediate-Term Bond
|
of 990
|
of 990
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of 831
|
|
Extended-Duration Bond
|
Long-Term Bond
|
of 28
|
of 28
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of 21
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Equity Index
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Large Blend
|
of 1,715
|
of 1,715
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of 1,325
|
|
Value Equity
|
Large Value
|
of 1,183
|
of 1,183
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of 928
|
|
Growth Equity
|
Large Growth
|
of 1,488
|
of 1,488
|
of 1,215
|
|
Small Cap Equity
|
Small Blend
|
of 549
|
of 549
|
of 429
|
|
International Equity
|
Foreign Large Blend
|
of 558
|
of 558
|
of 449
|
You should carefully consider the investment objectives, risks, charges and expenses of GuideStone Funds before investing. For a copy of the prospectus with this and other information about the funds, please download a prospectus (pdf) or call 1-888-98-GUIDE (1-888-984-8433). You should read the prospectus carefully before investing.
GuideStone Funds shares are distributed by PFPC Distributors, Inc., a registered broker-dealer and underwriter of the funds, 760 Moore Road, King of Prussia, PA 19406. GuideStone Funds is a controlled affiliate of GuideStone Financial Resources. GuideStone Capital Management, a controlled affiliate of GuideStone Financial Resources, provides investment advisory services to GuideStone Funds.
Download the most recent month-end PDF version GS4 Morningstar ratings.
Ratings are subject to change monthly. Past ratings are no guarantee of future ratings. Investment return and the value of an investor’s shares will fluctuate. Shares may be worth more or less than original cost when redeemed.
© 2007 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-year and five-year Morningstar Rating metrics, which are based on a risk-adjusted return.
1 The Asset Allocation Funds attempt to achieve their objectives by investing in the GuideStone Select Funds. By investing in these fund-of-funds, you will incur the expenses and risks of the Asset Allocation Funds in addition to those of the underlying Select Funds. You may invest in the Select Funds directly.
2 Small company stocks are generally riskier than large company stocks due to greater volatility and less liquidity.
3 Foreign securities may involve additional risks, such as political instability, reduced market liquidity and currency volatility.