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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: $13.40 on 7/25/2014, Change: -0.01 (-0.07%)

 

Graph of GuideStone Funds Low-Duration Bond GS4 Fund (GLDZX) ManagerFund Manager - Chris Dialynas

Fund Manager Information

Fund Manager Tenure: 10.7 years
Similar Funds: GLDYX 
Fund Family: GuideStone Funds
Fund Category: Short-Term Bond
Fund Performance: Jun 29, 2014
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)

 

Graph of GuideStone Funds Low-Duration Bond GS4 Fund (GLDZX) ProfileGuideStone 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.

 

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

Data for GuideStone Funds Low-Duration Bond GS4 Fund (GLDZX) as of Jun 29, 2014

  • GuideStone Funds Low-Duration Bond GS4 Fund (GLDZX) management has been with GuideStone Funds Low-Duration Bond GS4 Fund for 10.7 years
  • GuideStone Funds Low-Duration Bond GS4 Fund (GLDZX) has good Long-term performance (5-year return 3.06% 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 1.08, lower than category average of 1.39
  • 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

GuideStone Funds Low-Duration Bond GS4 Fund (GLDZX) Weakness 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 Jun 29, 2014

  • GuideStone Funds Low-Duration Bond GS4 Fund (GLDZX) has a less-than-ideal short-term performance (1-year return 1.54% vs 1.92% Short-Term Bond category median performance)
  • GuideStone Funds Low-Duration Bond GS4 Fund (GLDZX) has a less-than-ideal mid-term performance (3-year return 1.73% vs 1.75% Short-Term Bond category median performance)
  • GuideStone Funds Low-Duration Bond GS4 Fund (GLDZX) has a Morningstar rating of 3 and below
  • GuideStone Funds Low-Duration Bond GS4 Fund (GLDZX) is less safe compared to its Short-Term Bond peers
  • GuideStone Funds Low-Duration Bond GS4 Fund (GLDZX) has an annual stock turnover rate of 202.00% that is higher than the Short-Term Bond average of 85.03%. 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 Jun 29, 2014

 

What do you think?

 

Compare GuideStone Funds Low-Duration Bond GS4 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 GS40.961.541.733.06
Columbia Limited Duration Credit A (ALDAX)1.813.292.894.92Compare
Cavanal Hill Short Term Inc Inv (APSTX)1.081.742.415.55Compare
BlackRock Low Duration Bd BlackRock (CLDBX)1.673.452.874.55Compare

See top fund managers for Short-Term Bond Category Funds

 

Compare GuideStone Funds Low-Duration Bond GS4 Fund (GLDZX)Compare with Short-Term Bond category ETFs

Some Short-Term Bond ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR Barclays Capital Short Term Corp Bd (SCPB)0.88%2.11%1.86%
Vanguard Short-Term Bond ETF (BSV)1.01%1.74%1.49%
iShares Barclays 1-3 Year Credit Bond (CSJ)0.60%1.65%1.63%
SPDR Barclays Cap Inv Gr Floating Rt ETF (FLRN)0.18%0.14%0
Guggenheim BulletShares 2014 Corp Bond (BSCE)-0.37%0.10%1.31%

 

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

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

DateNet Asset
06/2014$867.78M
03/2014$850.24M
02/2014$848.13M
More historic net asset information on GuideStone Funds Low-Duration Bond GS4 Fund (GLDZX)

  

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

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

DateCashStockBondOther
03/201410.69%0%80.95%0.52%
12/201318.21%0%74.16%0.34%
09/201322.2%0%71.22%0.45%
Click here to see more historic asset allocation information on GuideStone Funds Low-Duration Bond GS4 Fund (GLDZX)

 

graph of GuideStone Funds Low-Duration Bond GS4 Fund (GLDZX) Top 10 Position TrackingTop 10 Holdings in GuideStone Funds Low-Duration Bond GS4 (GLDZX) Fund

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

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%]

Sep 29, 2013
Us 2yr Note Dec 13 [11.2%]
Us 5yr Note Dec 13 [4.78%]
Us 10yr Note Fut Dec 13 [2.95%]
3mo Euro Euribor 06/15/15 [2.82%]
Euro$ 90 Day Jun 15 [2.81%]
Us 5yr Note (Cbt) Dec 13 [2.48%]
US Treasury Note 0.625% [2.41%]
Cdx Ig9 10y Cme Protection Buy Protection, No Pmt, Pay Cpn .8% Effdt 09/21/ [1.87%]
US Treasury Note 0.125% [1.81%]
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)

 

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

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