GGIZX : GuideStone Funds Balanced Allocation Fund Investor Class

GGIZX is a Allocation Market All-In-One with LOW fees.


GuideStone Funds Balanced Allocation Fund Investor Class

FI Score

71 /100

Expense Ratio Rating

9 /10

Expense Rating

6 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

71% FI Score
  • ggizx
  • Mutual Fund
  • Allocation
  • All-In-One

GuideStone Funds Balanced Allocation Fund Investor Class

Expenses: 0.38% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks moderate capital appreciation with current income. The fund, primarily through investments in the GuideStone Funds Select Funds, combines approximately equal percentages of fixed-income securities with equity securities. The Adviser targets allocating 35-60% of the fund's assets in the Fixed income select funds, 40-65% in the Equity select funds, 0-15% in Real assets select funds, and 0-15% in Alternative select funds. The Adviser may change the allocation ranges from time to time and may add or eliminate new or existing Select Funds or other investments without shareholder approval.

Largest Holdings

Amount Holding
23.40% GuideStone Funds Medium-Dur Bd Instl
11.62% GuideStone Funds Growth Equity Instl
11.61% GuideStone Funds International Eq Instl
10.92% GuideStone Funds Value Equity Instl
10.42% GuideStone Funds Defensv Mkt Strats Inst
8.68% GuideStone Funds Global Bond Instl
6.30% GuideStone Funds Low-Duration Bond Instl
4.13% GuideStone Funds Extended-Dur Bd Instl
3.92% GuideStone Funds Strategic Alts Instl
3.32% GuideStone Funds Emerging Mkts Eq Instl
1.87% GuideStone Funds Global Rl Est Secs Inst
1.84% GuideStone Funds Small Cap Equity Instl

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