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GuideStone Funds Low-Duration Bond Inv (GLDZX) Fund Ranking and Research

Ranking, Research and Recommendation of GuideStone Funds Low-Duration Bond Inv (GLDZX) Fund

    Last Trade: $13.37 on 5/3/2016, Change: +0.01 (0.07%)

 

Graph of GuideStone Funds Low-Duration Bond Inv Fund (GLDZX) ManagerFund Manager - Mary F. Syal

Fund Manager Information

Fund Manager Tenure: 8.1 years
Similar Funds: GLDYX 
Fund Family: GuideStone Funds
Fund Category: Short-Term Bond
Fund Performance: Mar 30, 2016
Fundmojo Fund Grade: C (Score: 0.55)     (What does this score mean?)

 

Graph of GuideStone Funds Low-Duration Bond Inv Fund (GLDZX) ProfileGuideStone Funds Low-Duration Bond Inv Fund (GLDZX) Profile

Fund Profile and Description

GuideStone Funds Low-Duration Bond Inv Fund seeks current income consistent with preservation of capital. GuideStone Funds Low-Duration Bond Inv Fund usually invests at least 80% of net assets in investment grade fixed income securities. It may hold up to 20% of assets in obligations denominated in currencies other than the U.S. dollar, and may invest beyond this limit when considering U.S.-dollar-denominated securities of foreign issuers. GuideStone Funds Low-Duration Bond Inv Fund may invest and reinvest in long or short derivative instruments such as, but not limited to, futures contracts, options, and swap agreements.

 

GuideStone Funds Low-Duration Bond Inv (GLDZX) Fund Strength What we like about GuideStone Funds Low-Duration Bond Inv (GLDZX) Fund

Data for GuideStone Funds Low-Duration Bond Inv Fund (GLDZX) as of Mar 30, 2016

  • GuideStone Funds Low-Duration Bond Inv Fund (GLDZX) management has been with GuideStone Funds Low-Duration Bond Inv Fund for 8.1 years
  • GuideStone Funds Low-Duration Bond Inv Fund (GLDZX) ratio of up-years vs down years is greater than 2
  • GuideStone Funds Low-Duration Bond Inv Fund (GLDZX) is less volatile than its peers as it has a 3-year Standard Deviation of 0.95, lower than category average of 1.35
  • GuideStone Funds Low-Duration Bond Inv Fund (GLDZX) has a lower expense ratio than its Short-Term Bond average: 0.60% vs 0.80%
  • GuideStone Funds Low-Duration Bond Inv Fund (GLDZX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

GuideStone Funds Low-Duration Bond Inv Fund (GLDZX) Weakness What we are cautious about GuideStone Funds Low-Duration Bond Inv (GLDZX) Fund

Data for GuideStone Funds Low-Duration Bond Inv Fund (GLDZX) as of Mar 30, 2016

  • GuideStone Funds Low-Duration Bond Inv Fund (GLDZX) has a less-than-ideal short-term performance (1-year return 0.07% vs 0.58% Short-Term Bond category median performance)
  • GuideStone Funds Low-Duration Bond Inv Fund (GLDZX) has a less-than-ideal mid-term performance (3-year return 0.47% vs 0.77% Short-Term Bond category median performance)
  • GuideStone Funds Low-Duration Bond Inv Fund (GLDZX) has a less-than-ideal Long-term performance (5-year return 1.36% vs 1.55% Short-Term Bond category median performance)
  • GuideStone Funds Low-Duration Bond Inv Fund (GLDZX) has a Morningstar rating of 3 and below
  • GuideStone Funds Low-Duration Bond Inv Fund (GLDZX) is less safe compared to its Short-Term Bond peers
  • GuideStone Funds Low-Duration Bond Inv Fund (GLDZX) has an annual stock turnover rate of 746.00% that is higher than the Short-Term Bond average of 67.47%. This could mean GuideStone Funds Low-Duration Bond Inv is more nimble, but also signal potential high tax impact and high trading fees
  • GuideStone Funds Low-Duration Bond Inv Fund (GLDZX) does not have a good risk adjusted return as its 3-year Alpha of -0.15 is worse than category average of -0.07, and its 3-year Sharpe ratio is 0.43
See GuideStone Funds Low-Duration Bond Inv Fund (GLDZX) performance details as of Mar 30, 2016

 

What do you think?

 

Compare GuideStone Funds Low-Duration Bond Inv Fund (GLDZX)Compare with other top Short-Term Bond category mutual funds

Aadditional top Short-Term Bond mutual funds for your consideration

FundYear to Date1 Year3 year5 year
GuideStone Funds Low-Duration Bond Inv0.460.070.471.36
Hartford Short Duration I (HSDIX)1.290.951.332.08Compare
Principal Short-Term Income R5 (PSIQX)1.040.801.121.89Compare
MassMutual Premier Short-Duration Bd R5 (MSTDX)1.280.701.372.04Compare

See top fund managers for Short-Term Bond Category Funds

 

Compare GuideStone Funds Low-Duration Bond Inv Fund (GLDZX)Compare with Short-Term Bond category ETFs

Some Short-Term Bond ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard Short-Term Corporate Bond ETF (VCSH)1.63%1.86%1.87%
Vanguard Short-Term Bond ETF (BSV)1.56%1.57%1.26%
iShares 1-3 Year Credit Bond (CSJ)1.02%1.14%1.06%
SPDR Barclays Short Term Corp Bd ETF (SCPB)1.03%1.09%1.25%
SPDR Barclays Investment Grd Fl Rt ETF (FLRN)0.03%0.05%0.24%

 

Graph of GuideStone Funds Low-Duration Bond Inv Fund (GLDZX) Net Asset TrackingGuideStone Funds Low-Duration Bond Inv (GLDZX) Fund Net Asset

Track net asset change of GuideStone Funds Low-Duration Bond Inv fund (GLDZX)

DateNet Asset
03/2016$855.21M
02/2016$845.65M
01/2016$857.50M
More historic net asset information on GuideStone Funds Low-Duration Bond Inv Fund (GLDZX)

  

Graph of GuideStone Funds Low-Duration Bond Inv Fund (GLDZX) Portfolio TrackingGuideStone Funds Low-Duration Bond Inv (GLDZX) Fund Portfolio Allocation

Track portfolio allocation change of GuideStone Funds Low-Duration Bond Inv fund (GLDZX)

DateCashStockBondOther
12/201524.58%0%71.98%0.23%
09/201520.25%0%76.65%0.11%
06/201522.61%0%74.93%0.15%
Click here to see more historic asset allocation information on GuideStone Funds Low-Duration Bond Inv Fund (GLDZX)

 

graph of GuideStone Funds Low-Duration Bond Inv Fund (GLDZX) Top 10 Position TrackingTop 10 Holdings in GuideStone Funds Low-Duration Bond Inv (GLDZX) Fund

Discover what GuideStone Funds Low-Duration Bond Inv Fund (GLDZX) manager is buying

Dec 30, 2015
2 Year US Treasury Note Future Mar16 [29.49%]
3 Year Treasury Bond Future Mar16 [6.2%]
30mo Euro Euribor Mar18 [5.91%]
90day Sterling Fu Mar18 [5.89%]
US Treasury Note 0.75% [5.06%]
90day Euro$ Futr Sep18 [3.64%]
90day Euro$ Futr Dec18 [2.7%]
US Treasury Note 1% [1.25%]
US Treasury Note 0.625% [1.12%]

Sep 29, 2015
2 Year US Treasury Note Future Dec15 [27.96%]
30mo Euro Euribor Mar18 [6.08%]
90day Sterling Fu Mar18 [6.06%]
US Treasury Note 0.625% [5.88%]
3 Year Treasury Bond Future Dec15 [3.64%]
Fin Fut Euro$ Cme 03/19/18 [2.71%]
US Treasury Note 0.5% [2.65%]
90day Euro$ Futr Sep18 [2.43%]
US Treasury Note 1% [2.1%]

Jun 29, 2015
2 Year US Treasury Note Future Sept15 [24.48%]
US Treasury Note 0.625% [8.6%]
US Treasury Note 0.094% [3.48%]
5 Year US Treasury Note Future Sept15 [2.99%]
Australian 10 Year Treasury Bond Future Sept15 [1.08%]
US Treasury Note 1% [1.06%]
US Treasury Note 0.875% [0.88%]
Click here for Stock Holding Change Map in GuideStone Funds Low-Duration Bond Inv Fund (GLDZX)

  

Latest News on GuideStone Funds Low-Duration Bond Inv (GLDZX) Fund

See what is happening with GuideStone Funds Low-Duration Bond Inv Fund (GLDZX)

 

GuideStone Funds Low-Duration Bond Inv Fund (GLDZX) Related ResourcesSee more information on GuideStone Funds Low-Duration Bond Inv (GLDZX) Fund

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