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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: $13.39 on 7/2/2015, 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: 7.3 years
Similar Funds: GLDYX 
Fund Family: GuideStone Funds
Fund Category: Short-Term Bond
Fund Performance: May 30, 2015
Fundmojo Fund Grade: B (Score: 0.65)     (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 May 30, 2015

  • GuideStone Funds Low-Duration Bond Inv Fund (GLDZX) management has been with GuideStone Funds Low-Duration Bond Inv Fund for 7.3 years
  • GuideStone Funds Low-Duration Bond Inv Fund (GLDZX) has good short-term performance (1-year return 1.15% vs 0.70% 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 0.96, lower than category average of 1.21
  • GuideStone Funds Low-Duration Bond Inv Fund (GLDZX) has a lower expense ratio than its Short-Term Bond average: 0.57% vs 0.82%
  • 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 May 30, 2015

  • GuideStone Funds Low-Duration Bond Inv Fund (GLDZX) has a less-than-ideal mid-term performance (3-year return 1.30% vs 1.33% 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 1.85% vs 1.96% 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 529.00% that is higher than the Short-Term Bond average of 68.86%. 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 May 30, 2015

 

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 Inv1.051.151.301.85
Eaton Vance Short Duration Strat Inc I (ESIIX)2.924.354.854.47Compare
Cavanal Hill Short Term Inc Inv (APSTX)0.621.091.893.11Compare
BlackRock Low Duration Bd BlackRock (CLDBX)1.091.072.302.84Compare

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)1.19%1.52%2.52%
Vanguard Short-Term Bond ETF (BSV)0.99%1.31%1.17%
SPDR Barclays Cap Inv Gr Floating Rt ETF (FLRN)0.85%0.79%1.15%
iShares Barclays 1-3 Year Credit Bond (CSJ)0.67%0.75%1.40%
SPDR Barclays Capital Short Term Corp Bd (SCPB)0.73%0.69%1.60%

 

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
05/2015$869.12M
04/2015$863.65M
03/2015$858.54M
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
03/20157.94%0%87.88%0.28%
12/20144.5%0%89.05%0.24%
09/20145.86%0%89.14%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

Mar 30, 2015
2 Year US Treasury Note Future June15 [29.88%]
Recieves Usd @ 0.985%, 1st Pmt 06/17/16, Act/360, Short Leg Pays Federal Fu [17.33%]
Fin Fut Uk 90day Ice 09/20/17 [3.01%]
US Treasury Note 0.375% [2.53%]
Euro$ 90 Day Jun 15 [2.43%]
US Treasury Note [2.21%]
US Treasury Note 0.25% [2.05%]
5 Year US Treasury Note Future June15 [1.85%]
US Treasury Note 0.875% [1.82%]

Dec 30, 2014
NYSE/Liffe 2 Year US Treasury Note Future Mar15 [26.34%]
Fin Fut Euro$ 06-15-15 [22.53%]
Receives Usd @ 0.685% Ois Usd Fedl0.685 12/22/14 Cme Pays Federal Fund Effe [16.73%]
90day Sterling Fu Sep16 [13.3%]
90day Euro$ Futr Dec15 [5.07%]
US Treasury Note 0.375% [2.39%]
US Treasury Note 0.875% [2.18%]
US Treasury Note 0.625% [2.04%]
US Treasury Note 0.5% [1.61%]

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%]
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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