GuideStone Funds Low-Duration Bond GS4 (GLDZX) Fund Ranking and Research

Ranking, Research and Recommendation of GuideStone Funds Low-Duration Bond GS4 (GLDZX) Fund

Last Trade: $13.52 on 5/22/2013, Change: -0.01 (-0.07%)

 

Fund Manager - Chris Dialynas

Fund Manager Information

Fund Manager Tenure: 9.5 years
Similar Funds: GLDYX 
Fund Family: GuideStone Funds
Fund Category: Short-Term Bond
Fund Performance: Feb 27, 2013
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)

 

GuideStone Funds Low-Duration Bond GS4 Fund (GLDZX) Profile

Fund Profile and Description

GuideStone Funds Low-Duration Bond GS4 Fund seeks current income consistent with preservation of capital. GuideStone Funds Low-Duration Bond GS4 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 GS4 Fund may invest and reinvest in long or short derivative instruments such as, but not limited to, futures contracts, options, and swap agreements.

 

 What we like about GuideStone Funds Low-Duration Bond GS4 (GLDZX) Fund

Data for GuideStone Funds Low-Duration Bond GS4 Fund (GLDZX) as of Feb 27, 2013

• GuideStone Funds Low-Duration Bond GS4 Fund (GLDZX) management has been with GuideStone Funds Low-Duration Bond GS4 Fund for 9.5 years
• GuideStone Funds Low-Duration Bond GS4 Fund (GLDZX) has good short-term performance (1-year return 3.28% vs 2.48% Short-Term Bond category median performance)
• GuideStone Funds Low-Duration Bond GS4 Fund (GLDZX) has good mid-term performance (3-year return 2.86% vs 2.68% Short-Term Bond category median performance)
• GuideStone Funds Low-Duration Bond GS4 Fund (GLDZX) has good Long-term performance (5-year return 3.30% vs 3.04% Short-Term Bond category median performance)
• GuideStone Funds Low-Duration Bond GS4 Fund (GLDZX) ratio of up-years vs down years is greater than 2
• Asset base in GuideStone Funds Low-Duration Bond GS4 Fund (GLDZX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
• GuideStone Funds Low-Duration Bond GS4 Fund (GLDZX) is less volatile than its peers as it has a 3-year Standard Deviation of 1.02, lower than category average of 1.38
• GuideStone Funds Low-Duration Bond GS4 Fund (GLDZX) has a lower expense ratio than its Short-Term Bond average: 0.57% vs 0.84%
• GuideStone Funds Low-Duration Bond GS4 Fund (GLDZX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

 What we are cautious about GuideStone Funds Low-Duration Bond GS4 (GLDZX) Fund

Data for GuideStone Funds Low-Duration Bond GS4 Fund (GLDZX) as of Feb 27, 2013

• GuideStone Funds Low-Duration Bond GS4 Fund (GLDZX) has a Morningstar rating of 3 and below
• GuideStone Funds Low-Duration Bond GS4 Fund (GLDZX) has an annual stock turnover rate of 228.00% that is higher than the Short-Term Bond average of 160.80%. This could mean GuideStone Funds Low-Duration Bond GS4 is more nimble, but also signal potential high tax impact and high trading fees

See GuideStone Funds Low-Duration Bond GS4 Fund (GLDZX) performance details as of Feb 27, 2013

 

Compare with other top Short-Term Bond category mutual funds

Aadditional top Short-Term Bond mutual funds for your consideration

Fund	Year to Date	1 Year	3 year	5 year
GuideStone Funds Low-Duration Bond GS4	0.22	3.28	2.86	3.30
Hartford Short Duration I (HSDIX)	0.42	3.87	3.63	3.61	Compare
Columbia Limited Duration Credit A (ALDAX)	0.36	4.15	4.28	4.50	Compare
Cavanal Hill Short Term Inc Inv (APSTX)	0.34	4.11	5.15	2.60	Compare

See top fund managers for Short-Term Bond Category Funds

 

Compare with Short-Term Bond category ETFs

Some Short-Term Bond ETFs for your consideration

ETF	Year to Date	One Year	Three Year
Market Vectors Investment Grade Floating Rate ETF (FLTR)	0.97%	6.03%	0
Vanguard Short-Term Corp Bd Idx ETF (VCSH)	0.30%	3.63%	4.24%
Guggenheim BulletShares 2014 Corp Bond (BSCE)	0.39%	2.14%	0
iShares Barclays 1-3 Year Credit Bond (CSJ)	0.32%	2.14%	2.32%
Vanguard Short-Term Bond ETF (BSV)	0.20%	1.64%	2.59%

 

GuideStone Funds Low-Duration Bond GS4 (GLDZX) Fund Net Asset

Track net asset change of GuideStone Funds Low-Duration Bond GS4 fund (GLDZX)

Date	Net Asset
02/2013	$824.96M
01/2013	$819.79M
12/2012	$813.11M

More historic net asset information on GuideStone Funds Low-Duration Bond GS4 Fund (GLDZX)

  

GuideStone Funds Low-Duration Bond GS4 (GLDZX) Fund Portfolio Allocation

Track portfolio allocation change of GuideStone Funds Low-Duration Bond GS4 fund (GLDZX)

Date	Cash	Stock	Bond	Other
12/2012	14.07%	0%	78.89%	2.19%
09/2012	25.11%	0%	68.99%	2.49%
06/2012	28.34%	0%	66.31%	1.89%

Click here to see more historic asset allocation information on GuideStone Funds Low-Duration Bond GS4 Fund (GLDZX)

 

Top 10 Holdings in GuideStone Funds Low-Duration Bond GS4 (GLDZX) Fund

Discover what GuideStone Funds Low-Duration Bond GS4 Fund (GLDZX) manager is buying

Dec 30, 2012 Us 2yr Note Mar13 [7.67%] Us 5yr Note Mar 13 [4.57%] Cdx Ig9 10y Cme Protection Buy Protection, No Pmt, Pay Cpn .8% Effdt 09/21/ [2.05%] US Treasury Note 0.125% [1.42%] US Treasury Note 2.125% [1.18%] Jpn 10yr Bond (Tse) 3/31/13 [1.03%] US Treasury Note 0.25% [1.02%] Fannie Mae Single Family TBA 2.5% 2027-01-01 [1%]

Sep 30, 2012 Us 5yr Note Dec12 [2.79%] Cdx Ig9 10y Cme Protection Buy Protection, No Pmt, Pay Cpn .8% Effdt 09/21/ [1.99%] Fannie Mae Single Family TBA 3.5% 2042-11-01 [1.8%] Fannie Mae Single Family TBA 2.5% 2027-11-01 [1.48%] US Treasury Note 0.125% [1.37%] US Treasury Note 0.25% [1.09%] Cdx Ig12 5y Cme 06/20/15 Buy Protection, No Pmt, Pay Cpn 1% Effdt 03/22/10, [0.95%]

Jun 30, 2012 Fannie Mae Single Family TBA 3.5% 2042-08-01 [3.85%] GuideStone Funds Money Market GS4 [2.46%] Cdx Ig9 10y Cme Protection Buy Protection, No Pmt, Pay Cpn .8% Effdt 09/21/ [1.9%] US Treasury Note 0.125% [1.53%] US Treasury Note 0.25% [1.15%] US Treasury Note 2.125% [1.08%] Germany (Federal Republic Of) 0.75% [1.07%] Cdx Ig12 5y Cme 06/20/15 Buy Protection, No Pmt, Pay Cpn 1% Effdt 03/22/10, [0.91%]

Click here for Stock Holding Change Map in GuideStone Funds Low-Duration Bond GS4 Fund (GLDZX)

  

Latest News on GuideStone Funds Low-Duration Bond GS4 (GLDZX) Fund

See what is happening with GuideStone Funds Low-Duration Bond GS4 Fund (GLDZX)

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See more information on GuideStone Funds Low-Duration Bond GS4 (GLDZX) Fund

Popular pages on GuideStone Funds Low-Duration Bond GS4 (GLDZX) Fund

• GuideStone Funds Low-Duration Bond GS4 (GLDZX) Fund Research and Recommendation
• GuideStone Funds Low-Duration Bond GS4 (GLDZX) Fund Performance Data
• GuideStone Funds Low-Duration Bond GS4 (GLDZX) Fund Manager Information
• Historic GuideStone Funds Low-Duration Bond GS4 (GLDZX) Fund Asset Allocation Report
• Historic GuideStone Funds Low-Duration Bond GS4 (GLDZX) Fund Top 10 Holding Tracking
• Historic GuideStone Funds Low-Duration Bond GS4 (GLDZX) Fund Asset Under Management Tracking