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Fund Intelligence | Best Managers | GSCYX Insights | GSCYX Score | GSCYX Performance | GSCYX News | GSCYX Allocation | GSCYX Holdings Change
GuideStone Funds Small Cap Equity Instl (GSCYX) Fund Ranking and Research
Ranking, Research and Recommendation of GuideStone Funds Small Cap Equity Instl (GSCYX) Fund
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Last Trade: $ on , Change: (0%)
Fund Manager - Joshua Schachter
Fund Manager Information
Fund Manager Tenure: 5.8 yearsSimilar Funds: GSCZX
Fund Family: GuideStone Funds
Fund Category: Small Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.58) (What does this score mean?)
GuideStone Funds Small Cap Equity Instl Fund (GSCYX) Profile
Fund Profile and Description
GuideStone Funds Small Cap Equity Instl Fund seeks to provide long-term capital appreciation. GuideStone Funds Small Cap Equity Instl Fund usually invests at least 80% of net assets in common stocks of U.S. companies that, at the time of purchase, are in the small capitalization segment of the U.S. equity market, consistent with the capitalization range of companies comprising the Russell 2000 index (or other financial instruments that derive their value from the securities of such companies).
What we like about GuideStone Funds Small Cap Equity Instl (GSCYX) Fund
Data for GuideStone Funds Small Cap Equity Instl Fund (GSCYX) as of May 30, 2016
- GuideStone Funds Small Cap Equity Instl Fund (GSCYX) management has been with GuideStone Funds Small Cap Equity Instl Fund for 5.8 years
- GuideStone Funds Small Cap Equity Instl Fund (GSCYX) ratio of up-years vs down years is greater than 2
- Asset base in GuideStone Funds Small Cap Equity Instl Fund (GSCYX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
- GuideStone Funds Small Cap Equity Instl Fund (GSCYX) has a lower expense ratio than its Small Blend average: 1.00% vs 1.22%
- GuideStone Funds Small Cap Equity Instl Fund (GSCYX) 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 Small Cap Equity Instl (GSCYX) Fund
Data for GuideStone Funds Small Cap Equity Instl Fund (GSCYX) as of May 30, 2016
- GuideStone Funds Small Cap Equity Instl Fund (GSCYX) has a less-than-ideal short-term performance (1-year return -8.26% vs -5.18% Small Blend category median performance)
- GuideStone Funds Small Cap Equity Instl Fund (GSCYX) has a less-than-ideal mid-term performance (3-year return 6.06% vs 6.96% Small Blend category median performance)
- GuideStone Funds Small Cap Equity Instl Fund (GSCYX) has a less-than-ideal Long-term performance (5-year return 7.43% vs 7.84% Small Blend category median performance)
- GuideStone Funds Small Cap Equity Instl Fund (GSCYX) has a Morningstar rating of 3 and below
- GuideStone Funds Small Cap Equity Instl Fund (GSCYX) is less safe compared to its Small Blend peers
- GuideStone Funds Small Cap Equity Instl Fund (GSCYX) has an annual stock turnover rate of 74.00% that is higher than the Small Blend average of 52.13%. This could mean GuideStone Funds Small Cap Equity Instl is more nimble, but also signal potential high tax impact and high trading fees
- GuideStone Funds Small Cap Equity Instl Fund (GSCYX) does not have a good risk adjusted return as its 3-year Alpha of -5.08 is worse than category average of -4.16, and its 3-year Sharpe ratio is 0.47
- GuideStone Funds Small Cap Equity Instl Fund (GSCYX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.6 that is higher than category average of 14.58
What do you think?
Compare with other top Small Blend category mutual funds
Aadditional top Small Blend mutual funds for your consideration
Fund | Year to Date | 1 Year | 3 year | 5 year | |
GuideStone Funds Small Cap Equity Instl | 1.60 | -8.26 | 6.06 | 7.43 | |
Voya Small Company W (ISMWX) | 5.84 | 0.39 | 9.50 | 9.36 | Compare |
Natixis Vaughan Nelson Small Cap Value A (NEFJX) | 4.84 | -1.74 | 10.70 | 10.01 | Compare |
CRM Small Cap Value Instl (CRISX) | 4.71 | -1.57 | 8.11 | 6.99 | Compare |
See top fund managers for Small Blend Category Funds
Compare with Small Blend category ETFs
Some Small Blend ETFs for your consideration
ETF | Year to Date | One Year | Three Year | SPDR S&P 600 Small Cap ETF (SLY) | 5.61% | 0.29% | 9.84% | Wilshire Micro-Cap ETF (WMCR) | 0 | 0 | 0 | Vanguard Small-Cap ETF (VB) | 0 | 0 | 0 | Vanguard S&P Small-Cap 600 ETF (VIOO) | 0 | 0 | 0 | WisdomTree SmallCap Earnings ETF (EES) | 0 | 0 | 0 |
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GuideStone Funds Small Cap Equity Instl (GSCYX) Fund Net Asset
Track net asset change of GuideStone Funds Small Cap Equity Instl fund (GSCYX)
Date | Net Asset |
05/2016 | $505.78M |
03/2016 | $501.45M |
02/2016 | $465.71M |
GuideStone Funds Small Cap Equity Instl (GSCYX) Fund Portfolio Allocation
Track portfolio allocation change of GuideStone Funds Small Cap Equity Instl fund (GSCYX)
Date | Cash | Stock | Bond | Other |
03/2016 | 4.49% | 95.38% | 0% | 0.13% |
12/2015 | 4.04% | 95.84% | 0% | 0.12% |
09/2015 | 2.96% | 97.03% | 0% | 0.01% |
Top 10 Holdings in GuideStone Funds Small Cap Equity Instl (GSCYX) Fund
Discover what GuideStone Funds Small Cap Equity Instl Fund (GSCYX) manager is buying
Click here for Stock Holding Change Map in GuideStone Funds Small Cap Equity Instl Fund (GSCYX)
Latest News on GuideStone Funds Small Cap Equity Instl (GSCYX) Fund
See what is happening with GuideStone Funds Small Cap Equity Instl Fund (GSCYX)
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See more information on GuideStone Funds Small Cap Equity Instl (GSCYX) Fund
Popular pages on GuideStone Funds Small Cap Equity Instl (GSCYX) Fund
- GuideStone Funds Small Cap Equity Instl (GSCYX) Fund Research and Recommendation
- GuideStone Funds Small Cap Equity Instl (GSCYX) Fund Performance Data
- GuideStone Funds Small Cap Equity Instl (GSCYX) Fund Manager Information
- Historic GuideStone Funds Small Cap Equity Instl (GSCYX) Fund Asset Allocation Report
- Historic GuideStone Funds Small Cap Equity Instl (GSCYX) Fund Top 10 Holding Tracking
- Historic GuideStone Funds Small Cap Equity Instl (GSCYX) Fund Asset Under Management Tracking