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GuideStone Funds Small Cap Equity Inv (GSCZX) Fund Ranking and Research

Ranking, Research and Recommendation of GuideStone Funds Small Cap Equity Inv (GSCZX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of GuideStone Funds Small Cap Equity Inv Fund (GSCZX) ManagerFund Manager - Joshua Schachter

Fund Manager Information

Fund Manager Tenure: 5.7 years
Similar Funds: GSCYX 
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?)

 

Graph of GuideStone Funds Small Cap Equity Inv Fund (GSCZX) ProfileGuideStone Funds Small Cap Equity Inv Fund (GSCZX) Profile

Fund Profile and Description

GuideStone Funds Small Cap Equity Inv Fund seeks to provide long-term capital appreciation. GuideStone Funds Small Cap Equity Inv 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).

 

GuideStone Funds Small Cap Equity Inv (GSCZX) Fund Strength What we like about GuideStone Funds Small Cap Equity Inv (GSCZX) Fund

Data for GuideStone Funds Small Cap Equity Inv Fund (GSCZX) as of May 30, 2016

  • GuideStone Funds Small Cap Equity Inv Fund (GSCZX) management has been with GuideStone Funds Small Cap Equity Inv Fund for 5.7 years
  • GuideStone Funds Small Cap Equity Inv Fund (GSCZX) ratio of up-years vs down years is greater than 2
  • Asset base in GuideStone Funds Small Cap Equity Inv Fund (GSCZX) 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 Inv Fund (GSCZX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

GuideStone Funds Small Cap Equity Inv Fund (GSCZX) Weakness What we are cautious about GuideStone Funds Small Cap Equity Inv (GSCZX) Fund

Data for GuideStone Funds Small Cap Equity Inv Fund (GSCZX) as of May 30, 2016

  • GuideStone Funds Small Cap Equity Inv Fund (GSCZX) has a less-than-ideal short-term performance (1-year return -8.44% vs -5.18% Small Blend category median performance)
  • GuideStone Funds Small Cap Equity Inv Fund (GSCZX) has a less-than-ideal mid-term performance (3-year return 5.83% vs 6.96% Small Blend category median performance)
  • GuideStone Funds Small Cap Equity Inv Fund (GSCZX) has a less-than-ideal Long-term performance (5-year return 7.20% vs 7.84% Small Blend category median performance)
  • GuideStone Funds Small Cap Equity Inv Fund (GSCZX) has a Morningstar rating of 3 and below
  • GuideStone Funds Small Cap Equity Inv Fund (GSCZX) is less safe compared to its Small Blend peers
  • GuideStone Funds Small Cap Equity Inv Fund (GSCZX) 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 Inv is more nimble, but also signal potential high tax impact and high trading fees
  • GuideStone Funds Small Cap Equity Inv Fund (GSCZX) does not have a good risk adjusted return as its 3-year Alpha of -5.33 is worse than category average of -4.16, and its 3-year Sharpe ratio is 0.45
  • GuideStone Funds Small Cap Equity Inv Fund (GSCZX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.62 that is higher than category average of 14.58
  • GuideStone Funds Small Cap Equity Inv Fund (GSCZX) has a higher expense ratio of 1.24% than its Small Blend average of 1.22%
See GuideStone Funds Small Cap Equity Inv Fund (GSCZX) performance details as of May 30, 2016

 

What do you think?

 

Compare GuideStone Funds Small Cap Equity Inv Fund (GSCZX)Compare with other top Small Blend category mutual funds

Aadditional top Small Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
GuideStone Funds Small Cap Equity Inv1.52-8.445.837.20
Voya Small Company W (ISMWX)5.840.399.509.36Compare
Natixis Vaughan Nelson Small Cap Value A (NEFJX)4.84-1.7410.7010.01Compare
CRM Small Cap Value Instl (CRISX)4.71-1.578.116.99Compare

See top fund managers for Small Blend Category Funds

 

Compare GuideStone Funds Small Cap Equity Inv Fund (GSCZX)Compare with Small Blend category ETFs

Some Small Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR S&P 600 Small Cap ETF (SLY)5.61%0.29%9.84%
Wilshire Micro-Cap ETF (WMCR)000
Vanguard Small-Cap ETF (VB)000
Vanguard S&P Small-Cap 600 ETF (VIOO)000
WisdomTree SmallCap Earnings ETF (EES)000

 

Graph of GuideStone Funds Small Cap Equity Inv Fund (GSCZX) Net Asset TrackingGuideStone Funds Small Cap Equity Inv (GSCZX) Fund Net Asset

Track net asset change of GuideStone Funds Small Cap Equity Inv fund (GSCZX)

DateNet Asset
05/2016$505.78M
03/2016$501.45M
02/2016$465.71M
More historic net asset information on GuideStone Funds Small Cap Equity Inv Fund (GSCZX)

  

Graph of GuideStone Funds Small Cap Equity Inv Fund (GSCZX) Portfolio TrackingGuideStone Funds Small Cap Equity Inv (GSCZX) Fund Portfolio Allocation

Track portfolio allocation change of GuideStone Funds Small Cap Equity Inv fund (GSCZX)

DateCashStockBondOther
03/20164.49%95.38%0%0.13%
12/20154.04%95.84%0%0.12%
09/20152.96%97.03%0%0.01%
Click here to see more historic asset allocation information on GuideStone Funds Small Cap Equity Inv Fund (GSCZX)

 

graph of GuideStone Funds Small Cap Equity Inv Fund (GSCZX) Top 10 Position TrackingTop 10 Holdings in GuideStone Funds Small Cap Equity Inv (GSCZX) Fund

Discover what GuideStone Funds Small Cap Equity Inv Fund (GSCZX) 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 Inv Fund (GSCZX)

  

Latest News on GuideStone Funds Small Cap Equity Inv (GSCZX) Fund

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GuideStone Funds Small Cap Equity Inv Fund (GSCZX) Related ResourcesSee more information on GuideStone Funds Small Cap Equity Inv (GSCZX) Fund

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