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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: $13.36 on 12/17/2014, 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: 6.7 years
Similar Funds: GLDYX 
Fund Family: GuideStone Funds
Fund Category: Short-Term Bond
Fund Performance: Nov 29, 2014
Fundmojo Fund Grade: C (Score: 0.59)     (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 Nov 29, 2014

  • GuideStone Funds Low-Duration Bond Inv Fund (GLDZX) management has been with GuideStone Funds Low-Duration Bond Inv Fund for 6.7 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 1.03, lower than category average of 1.27
  • GuideStone Funds Low-Duration Bond Inv Fund (GLDZX) has a lower expense ratio than its Short-Term Bond average: 0.57% vs 0.83%
  • 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 Nov 29, 2014

  • GuideStone Funds Low-Duration Bond Inv Fund (GLDZX) has a less-than-ideal mid-term performance (3-year return 1.82% vs 1.85% 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 2.12% vs 2.15% 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 202.00% that is higher than the Short-Term Bond average of 85.46%. This could mean GuideStone Funds Low-Duration Bond Inv is more nimble, but also signal potential high tax impact and high trading fees
See GuideStone Funds Low-Duration Bond Inv Fund (GLDZX) performance details as of Nov 29, 2014

 

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 Inv1.251.101.822.12
Eaton Vance Short Duration Strat Inc I (ESIIX)5.115.574.754.92Compare
Cavanal Hill Short Term Inc Inv (APSTX)1.741.532.414.09Compare
BlackRock Low Duration Bd BlackRock (CLDBX)1.882.072.993.24Compare

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 Corp Bd Idx ETF (VCSH)2.02%1.88%3.34%
Vanguard Short-Term Bond ETF (BSV)1.66%1.19%1.35%
SPDR Barclays Capital Short Term Corp Bd (SCPB)1.11%1.07%2.12%
iShares Barclays 1-3 Year Credit Bond (CSJ)0.79%0.88%1.81%
SPDR Barclays Cap Inv Gr Floating Rt ETF (FLRN)0.24%0.42%1.59%

 

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
11/2014$907.39M
10/2014$897.96M
09/2014$905.94M
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
09/20145.86%0%89.14%0.34%
06/20144.85%0%87.83%0.48%
03/201410.69%0%80.95%0.52%
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

Sep 29, 2014
NYSE/Liffe 2 Year US Treasury Note Future Dec14 [8.15%]
Fin Fut Euro$ Cme 03-14-16 [6.71%]
Fin Fut Euro$ 06-15-15 [5.16%]
5 Year US Treasury Note Future Dec14 [4.19%]
US Treasury Note 0.375% [3.97%]
US Treasury Note 0.625% [2.67%]
US Treasury Note 0.5% [1.87%]
Fin Fut Euro$ 09-14-15 [1.48%]
NYSE/Liffe 10 Year US Treasury Note Future Dec14 [1.2%]

Jun 29, 2014
Fin Fut Euribor Lif 03/04/16 [11.72%]
NYSE/Liffe 2 Year US Treasury Note Future Sept14 [8.38%]
US Treasury Note 0.25% [5.26%]
Fin Fut Euro$ 06-15-15 [5.11%]
5 Year US Treasury Note Future Sept14 [4.83%]
US Treasury Note 0.625% [2.64%]
NYSE/Liffe 10 Year US Treasury Note Future Sept14 [2.28%]
US Treasury Note 0.375% [1.72%]
Fin Fut Euro$ 09-14-15 [1.46%]

Mar 30, 2014
Fin Fut Euro$ 06-15-15 [17.17%]
NYSE/Liffe 2 Year US Treasury Note Future June14 [9.85%]
Irs Usd 4.500 06-19-19-5y Cme Receive Fixed 4.5 Pay Usd Libor Bba 3m Effect [4.36%]
5 Year US Treasury Note Future June14 [4.32%]
US Treasury Note 0.25% [3.45%]
NYSE/Liffe 10 Year US Treasury Note Future June14 [2.69%]
Euro$90 Day Dec 16 [2.36%]
Irs Usd 3mlq-3.5s 12/18/13 Cme Open Short, Sell Receiver Swap Pay 3.5%, Rec [1.86%]
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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