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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Fund Manager - Joshua Schachter

Fund Manager Information

Fund Manager Tenure: 5.8 years
Similar 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

See GuideStone Funds Small Cap Equity Instl Fund (GSCYX) performance details as of May 30, 2016

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

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

More historic net asset information on GuideStone Funds Small Cap Equity Instl Fund (GSCYX)

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%

Click here to see more historic asset allocation information on GuideStone Funds Small Cap Equity Instl Fund (GSCYX)

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

Mar 30, 2016

Russell 2000 Index Mini Futures June16 [4.4%]
Universal Electronics Inc. [0.92%]
Acco Brands Corporation Common [0.74%]
Take-Two Interactive Software, [0.71%]
Patrick Industries, Inc. [0.7%]
EMCOR Group, Inc. Common Stock [0.7%]
Compass Diversified Holdings Sh [0.67%]
AMERISAFE, Inc. [0.67%]
West Pharmaceutical Services, I [0.67%]
AZZ Inc. [0.61%]

Dec 30, 2015

Russell 2000 Mini Fut Mar 16 [4.05%]
Tyler Technologies, Inc. Common [1.2%]
Synchronoss Technologies, Inc. [0.83%]
Universal Electronics Inc. [0.81%]
AMERISAFE, Inc. [0.73%]
EMCOR Group, Inc. Common Stock [0.69%]
Take-Two Interactive Software, [0.69%]
Synaptics Incorporated [0.66%]
Compass Diversified Holdings Sh [0.65%]
Patrick Industries, Inc. [0.62%]

Sep 29, 2015

Russell 2000 Mini Fut Dec 15 [3.12%]
Tyler Technologies, Inc. Common [1.12%]
Libbey, Inc. Common Stock [0.81%]
Synaptics Incorporated [0.77%]
AMERISAFE, Inc. [0.74%]
Universal Electronics Inc. [0.69%]
EMCOR Group, Inc. Common Stock [0.68%]
The Ultimate Software Group, In [0.65%]
Compass Diversified Holdings Sh [0.62%]
AZZ Inc. [0.57%]

Click here for Stock Holding Change Map in GuideStone Funds Small Cap Equity Instl Fund (GSCYX)

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