Investing Principles

Christian. Active. Intentional.

Invest with confidence.

Breaking down GuideStone Capital Management's investment philosophy.

As a manager-of-managers, we seek to identify best-in-class sub-advisers for our mutual funds and optimally allocate capital among them — all while remaining committed to Christian values. Our investment professionals use sophisticated data models to make informed decisions based on current or anticipated market and investor actions. And as the nation’s largest faith-based mutual fund family, we have delivered a proven process and strong results, all while staying true to our investors’ personal values.

Christian Active Intentional

As the investment adviser to GuideStone Funds, GuideStone Capital Management, LLC believes:

Innovative and competitive investment options can be created that align with Christian values.

Active portfolio management via a manager-of-managers investment approach adds value over a full market cycle.

Broad diversification and an emphasis on intentional risk produces attractive risk-adjusted returns.

Christian.

Competitive results are possible without sacrificing your values.

GuideStone does not invest in any company that is publicly recognized, as determined by GuideStone, as being in the alcohol, tobacco, gambling, pornography or abortion industries or any company whose products, services or activities are publicly recognized as being incompatible with the moral and ethical posture of GuideStone.

We are disciplined in our adherence to these guidelines and take very seriously our responsibility to help investors meet their financial goals without compromising their personal principles.

Download our SRI Policy (PDF) >>

Active.

Value is a result of rigor.

As a manager-of-managers, GuideStone follows an active and rigorous sub-adviser evaluation, selection and monitoring process. Our portfolio managers perform thorough due diligence research so you don’t have to. We consider the following qualitative and quantitative factors when making sub-adviser engagement and allocation decisions, with qualitative factors accounting for approximately 80 percent of our decision-making process:

Christian Mutual Fund

Qualitative

  • Assess the firm's competitive advantages
  • Analyze the investment team
  • Review infrastructure and business
  • Understand value-added components, consistency and repeatability of the investment process  
Christian Mutual Fund

Quantitative

  • Validate the firm's investment process
  • Complete fundamental portfolio analysis
  • Conduct performance analysis
  • Perform risk management analysis

Intentional.

Managed risk can help achieve your long-term goals.

A key focus within GuideStone Capital Management is the concept of intentional risk.

We seek to understand the risk components associated with each GuideStone Fund and identify them as either desirable (those which an investor is likely to benefit by taking) or undesirable (those which an investment manager likely cannot control). Our goal is to emphasize the desirable risks at both the Fund and sub-adviser levels, as we believe they provide investors with the greatest opportunity to realize strong risk-adjusted returns.

This robust focus on risk serves to diversify the total risk level of each Fund and is an integral component of our portfolio management process.

Hear More About How We Invest

Learn about our unique manager of managers approach, investment philosophy and approach to manager search and selection.

Watch these videos from GuideStone Capital Management president David Spika and portfolio manager Brandon Pizzurro as they discuss the intricacies of our investment process.

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APPROACH

Learn about our manager of mangers approach.

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PHILOSOPHY

Dive deeper into our investment policy.

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SELECTION

Hear more about our manager search and selection process.

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Can investors have Performance + Values?

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Insights from the nation’s largest faith-based mutual fund family.1

Media, market commentary and resources from a Christian perspective.

GuideStone Capital Management® provides regular insights on market performance, portfolio perspectives and our own GuideStone faith-based mutual funds. Visit the pages provided below for videos and other resources designed to keep you informed.

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MEDIA

Updates on GuideStone and the faith-based investing community

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Commentary

COMMENTARY

Quarterly market updates and insights from GuideStone investment advisors

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Media

FAITH-BASED INVESTING

Perspectives and conversations with GuideStone about faith-based investing

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Rethink your perspective on faith-based investing.

Leverage the nation's largest faith-based mutual fund family.1

Learn how you can also Do well. Do right. Do MORE. Talk with a GuideStone Funds expert today:

1 As of December 31, 2021, GuideStone Funds has $18.2 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.

Investing involves risk, including the potential loss of principal. The Funds may experience negative performance, and past performance does not guarantee future results. There can be no guarantee that any strategy (risk management or otherwise) will be successful.

The U.S. Lipper Fund Award for Best Overall Small Fund Family is based on a review of 29 fund families for 2019 and based on risk-adjusted performance for the three-year period ended November 30, 2018.

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.

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.