Unlock stock picks and a broker-level newsfeed that powers Wall Street.
Nasdaq - Delayed Quote USD

GuideStone Funds Small Cap Equity Inv (GSCZX)

16.37
+0.28
+(1.74%)
At close: 6:48:51 PM EDT

Fund Summary

The fund invests mainly (at least, and typically more than, 80% of its net assets, plus borrowings for investment purposes, if any) in equity securities, which may include stock, stock futures, rights, warrants or securities convertible into stock, of U.S. companies that, at the time of purchase, are in the small capitalization segment of the U.S. equity market, generally consistent with the capitalization range of companies comprising the Russell 2000® Index.

GuideStone Funds Small Cap Equity Inv

Suite 2200
(214) 720-1171

Fund Overview

Category Small Blend
Fund Family GuideStone Funds
Net Assets 840.99M
YTD Return -2.27%
Yield 0.21%
Morningstar Rating
Inception Date Aug 27, 2001

Fund Operations

Last Dividend 0.04
Last Cap Gain 11.00
Holdings Turnover 66.00%
Average for Category --

Fees & Expenses

Expense GSCZX Category Average
Annual Report Expense Ratio (net) 1.23% 1.03%
Prospectus Net Expense Ratio 1.23% --
Prospectus Gross Expense Ratio 1.23% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.19%
Max Deferred Sales Load -- 1.22%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Donald G. Padilla, Lead Manager since September 30, 2018
Donald G. Padilla, CFA Vice President, Senior Portfolio Manager Donald G. Padilla is a senior portfolio manager on the firm’s US Core Equity team and performs analysis and research to support the portfolio management function. He joined the team in 2000 and became a portfolio manager in November 2004. Padilla joined Macquarie Investment Management (MIM) in 1994 as assistant controller in the firm’s treasury function, responsible for managing corporate cash investments, developing financial models, and overseeing the financial operations of the Lincoln Life 401(k) annuities segment. Prior to joining the firm, he held various positions at The Vanguard Group. Padilla holds a bachelor’s degree in accounting from Lehigh University, and he is a member of the CFA Society of Philadelphia.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Related Tickers