The Lipper rankings are calculated by Lipper Inc., a Reuters Company, which is a nationally recognized organization that compares the performance of mutual funds within a universe of funds having similar investment objectives. Rankings are based on total return performance: with capital gains and dividends reinvested, with annual operating expenses deducted, but without including front-end or back-end sales charges. Rankings are relative to a peer group and do not necessarily mean that the fund had high total returns.
As of
12/31/2011
(Based on total return)
| GuideStone Fund | Category | 1 Year ranking | 3 Year ranking | 5 Year ranking | 10 Year ranking |
|
MyDestination 2005
1
|
Mixed-Asset Target 2010
|
34 of 145
|
64 of 132
|
27 of 95
|
N/A
|
|
MyDestination 2015
1
|
Mixed-Asset Target 2015
|
27 of 129
|
12 of 112
|
21 of 60
|
N/A
|
|
MyDestination 2025
1
|
Mixed-Asset Target 2025
|
15 of 113
|
6 of 91
|
14 of 41
|
N/A
|
|
MyDestination 2035
1
|
Mixed-Asset Target 2035
|
38 of 108
|
19 of 86
|
23 of 41
|
N/A
|
|
MyDestination 2045
1
|
Mixed-Asset Target 2045
|
40 of 107
|
23 of 84
|
21 of 40
|
N/A
|
|
Conservative Allocation
2
|
Mixed-Asset Target Allocation Consv
|
249 of 438
|
328 of 397
|
149 of 320
|
61 of 103
|
|
Balanced Allocation
2
|
Mixed-Asset Target Allocation Moderate
|
181 of 483
|
135 of 433
|
76 of 398
|
36 of 183
|
|
Growth Allocation
2
|
Mixed-Asset Target Allocation Growth
|
336 of 539
|
181 of 503
|
267 of 436
|
89 of 220
|
|
Aggressive Allocation
2
|
Global Multi-Cap Core
|
52 of 130
|
42 of 104
|
26 of 61
|
19 of 26
|
|
Money Market
|
Institutional Money Market
|
160 of 317
|
168 of 294
|
132 of 273
|
90 of 166
|
|
Low-Duration Bond
3
|
Short Investment Grade Debt
|
88 of 254
|
60 of 211
|
34 of 191
|
34 of 102
|
|
Medium-Duration Bond
3
|
Intermediate Investment Grade Debt
|
304 of 597
|
126 of 511
|
99 of 424
|
42 of 293
|
|
Extended-Duration Bond
3
|
Corporate Debt Funds A Rated
|
7 of 118
|
8 of 102
|
4 of 94
|
2 of 62
|
|
Inflation Protected Bond
|
Treasury Inflation Protected Securities
|
77 of 163
|
N/A
|
N/A
|
N/A
|
|
Global Bond
3
|
Global Income
|
62 of 175
|
4 of 134
|
34 of 107
|
N/A
|
|
Equity Index
|
S&P 500 Index Objective
|
2 of 156
|
9 of 154
|
52 of 150
|
49 of 116
|
|
Real Estate Securities
4
|
Real Estate
|
83 of 209
|
35 of 181
|
72 of 154
|
21 of 84
|
|
Value Equity
5
|
Large-Cap Value
|
117 of 524
|
175 of 471
|
239 of 418
|
84 of 251
|
|
Growth Equity
|
Large-Cap Growth
|
353 of 758
|
128 of 660
|
268 of 571
|
195 of 364
|
|
Small Cap Equity
6
|
Small-Cap Core
|
84 of 698
|
200 of 635
|
225 of 501
|
215 of 304
|
|
International Equity
7
|
International Large-Cap Core
|
248 of 344
|
73 of 306
|
105 of 247
|
32 of 146
|
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.
An investment in the Money Market Fund is not insured by the Federal Deposit Insurance Corporation or any other governmental agency. Although the fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the fund. Yield for the Money Market Fund represents the annualization of the fund’s declared dividends over the period indicated, excluding capital gains distributions. The yield more closely reflects the current earnings of the fund than the total return. Gross Yield reflects the yield if fee waivers were not in effect.
GuideStone Funds shares are distributed by BNY Mellon 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 Lipper rankings.
Rankings are subject to change monthly. Past rankings are no guarantee of future rankings. Investment return and the value of an investor’s shares will fluctuate. Shares may be worth more or less than original cost when redeemed.
S&P 500® is a trademark of The McGraw-Hill Companies, Inc. and has been licensed for use by GuideStone Funds. The Equity Index Fund is not sponsored, endorsed, sold or promoted by Standard & Poor’s and Standard & Poor’s makes no representation regarding the advisability of purchasing the Equity Index Fund.
1 The MyDestination Funds (“Funds”) attempt to achieve their objectives by investing in the GuideStone Select Funds. The Funds are managed to a retirement date (“target date”) by adjusting the percentage of fixed income securities and equity securities to become more conservative each year until reaching the retirement year and then approximately 15 years thereafter. The target date in the name of the Funds is the approximate date when an investor plans to start withdrawing money. By investing in the Funds you will also incur the expenses and risks of the underlying Select Funds. The principal risks of the Funds will change depending on the asset mix of the Select Funds in which they invest. You may directly invest in the Select Funds. The Funds’ value will go up and down in response to changes in the share prices of the investments that they own. The amount invested in the Fund is not guaranteed to increase, is not guaranteed against loss, nor is the amount of the original investment guaranteed at the target date. It is possible to lose money by investing in the Funds.
2 The Asset Allocation Funds (“Funds”) attempt to achieve their objectives by investing in the GuideStone Select Funds. By investing in the Funds you will also incur the expenses and risks of the underlying Select Funds. The principal risks of the Funds will change depending on the asset mix of the Select Funds in which they invest. You may directly invest in the Select Funds. The Funds’ value will go up and down in response to changes in the share prices of the investments that they own. It is possible to lose money by investing in the Funds.
3 This fund is subject to interest rate risk. Meaning, when interest rates rise, the value of the existing bonds decrease and vice versa. Changes in interest rates have a bigger impact on long duration holdings than on short duration holdings.
4 The fund invests substantial assets in real estate investment trusts (REITs) that involve risks not associated with investing in stocks. Risks include declines in the value of real estate, general economic conditions, changes in the value of the underlying property and defaults by borrowers. The value of assets in the real estate industry may go through cycles of relative underperformance and outperformance in comparison to equity securities markets in general.
5 There is a risk that value-oriented investments may not perform as well as the rest of the U.S. stock market as a whole.
6 Small company stocks are generally riskier than large company stocks due to greater volatility and less liquidity.
7 Foreign securities may involve additional risks, such as political instability, reduced market liquidity and currency volatility.