What started as a small ministry over 100 years ago has now grown to include the nation’s largest faith-based mutual fund family1.
The GuideStone Funds family won the Lipper Fund Award for 2019 Best Overall Small Fund Family over 3 years (out of 29 eligible fund families as of November 30, 2018) based on risk-adjusted total return. Our first recognition as the Best Overall Small Fund Family came in 2012 for the Best Overall Small Company Award (out of 26 eligible fund families as of November 30, 2011) based on risk-adjusted total return.
1 As of June 30, 2023, GuideStone Funds has $16.7 billion in assets, which makes GuideStone Funds® the nation’s largest faith-based mutual fund family. No other faith-based fund family exceeds GuideStone Funds in asset size.
2 The U.S. Lipper Fund Award for Best Overall Small Fund Family in 2012 was based on a review of 26 eligible fund families out of a total of 228 fund companies that applied. At that time, to qualify for Lipper's Overall Small Fund Family Group Award, a fund family needed to have at least three distinct portfolios in each of the following asset classes: equity, bond and mixed-asset. An overall Group Award was given to the fund family with the lowest average decile ranking of its respective asset class results based on the three-year Consistent Return measure of the eligible funds per asset class and group determining the award winner over the 3-year period ended November 30, 2011. In case of identical results, the lower average percentile rank was determined the winner.
3 The U.S. Lipper Fund Award for Best Overall Small Fund Family in 2019 was based on a review of 29 eligible fund families out of a total of 261 fund companies that applied.
At that time, to qualify for Lipper’s Overall Small Fund Family Group Award, a fund family needed to have at least three distinct portfolios in each of the following asset classes: equity, bond and mixed-asset. An overall Group Award was given to the fund family with the lowest average decile ranking of its respective asset class results based on the three-year Consistent Return measure of the eligible funds per asset class and group for the period ended November 30, 2018. The Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure, is calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification was determined the Lipper Fund Award winner. The Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. Additional information is available at LipperFundAwards.com.
Group Award Methodology: For the 2019 Lipper Fund Awards from Refinitiv, a small fund family is defined as having assets of $76.8 billion or less.
Lipper Fund Awards from Refinitiv, ©2019 Refinitiv. All rights reserved. For logo licensing and custom products, GuideStone Funds paid $6,795 to Refinitiv on August 3, 2021.
There can be no guarantee that any strategy (risk management or otherwise) will be successful. All investing involves risk, including potential loss of principal. Past performance does not guarantee future results.
You should carefully consider the investment objectives, risks, charges and expenses of the GuideStone Funds® before investing. A prospectus with this and other information about the Funds may be obtained by calling 1-888-GS-FUNDS (1-888-473-8637) or downloading one. It should be read carefully before investing.
GuideStone Funds shares are distributed by Foreside Funds Distributors LLC, not an adviser affiliate. Foreside is not a registered investment adviser and does not provide investment advice.