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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: $13.40 on 9/19/2014, Change: 0.00 (0%)

 

Graph of GuideStone Funds Low-Duration Bond Inv Fund (GLDZX) ManagerFund Manager - Chris Dialynas

Fund Manager Information

Fund Manager Tenure: 10.8 years
Similar Funds: GLDYX 
Fund Family: GuideStone Funds
Fund Category: Short-Term Bond
Fund Performance: Jul 30, 2014
Fundmojo Fund Grade: B (Score: 0.69)     (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 Jul 30, 2014

  • GuideStone Funds Low-Duration Bond Inv Fund (GLDZX) management has been with GuideStone Funds Low-Duration Bond Inv Fund for 10.8 years
  • GuideStone Funds Low-Duration Bond Inv Fund (GLDZX) has good mid-term performance (3-year return 1.56% vs 1.53% Short-Term Bond category median performance)
  • GuideStone Funds Low-Duration Bond Inv Fund (GLDZX) ratio of up-years vs down years is greater than 2
  • Asset base in GuideStone Funds Low-Duration Bond Inv 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 Inv Fund (GLDZX) is less volatile than its peers as it has a 3-year Standard Deviation of 1.07, lower than category average of 1.38
  • GuideStone Funds Low-Duration Bond Inv Fund (GLDZX) has a lower expense ratio than its Short-Term Bond average: 0.57% vs 0.84%
  • 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 Jul 30, 2014

  • GuideStone Funds Low-Duration Bond Inv Fund (GLDZX) has a less-than-ideal short-term performance (1-year return 1.33% vs 1.53% 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 90.02%. 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 Jul 30, 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 Inv0.901.331.562.70
Cavanal Hill Short Term Inc Inv (APSTX)1.051.602.215.18Compare
BlackRock Low Duration Bd BlackRock (CLDBX)1.652.942.714.11Compare
Prudential Short-Term Corporate Bd Z (PIFZX)1.472.742.643.93Compare

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)1.33%2.62%2.72%
SPDR Barclays Capital Short Term Corp Bd (SCPB)0.75%1.61%1.74%
iShares Barclays 1-3 Year Credit Bond (CSJ)0.38%1.13%1.50%
Vanguard Short-Term Bond ETF (BSV)0.77%1.07%1.20%
Vanguard Short-Term Govt Bd Idx ETF (VGSH)0.23%0.45%0.44%

 

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
07/2014$881.59M
06/2014$867.78M
03/2014$850.24M
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
06/20144.85%0%87.83%0.48%
03/201410.69%0%80.95%0.52%
12/201318.21%0%74.16%0.34%
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

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%]

Dec 30, 2013
Us 2yrs Note (Cbt) Mar14 [9%]
Irs Usd 2.0 12/18/13 Cme Open Long, Buy Receiver Swap Receive 2.0%, Pay 3 M [4.76%]
Us 5yr Note (Cbt) Mar 14 [4.16%]
Fin Fut Euro$ 06-15-15 [3.99%]
Fin Fut 5yr Irs Cme 3/17/14 [2.94%]
Fin Fut Euro$ 03-16-15 [2.72%]
Cdx Ig21 5y Bp Ice Buy Protection Open Long Pay Cpn 1.000 Csfb [2.12%]
Irs Usd 3mlq-3.5s 12/18/13 Cme Open Short, Sell Receiver Swap Pay 3.5%, Rec [2.06%]
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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