GuideStone Funds Balanced Allocation Institutional (GBAYX)

Overview

The described fund is an investment entity that specializes in directing its resources predominantly towards equity securities, encompassing a broad spectrum such as stock, stock futures, rights, warrants, or securities convertible into stock. The fund is committed to investing a significant portion of its assets, specifically more than 80% (inclusive of any borrowings for investment purposes), in these financial instruments. The primary focus is on investing in large and medium-sized companies within the United States, identified by the fund's Sub-Advisers as possessing superior potential for growth in their revenue and earnings. It operates with a non-diversified investment approach, concentrating its investments in a narrower range of securities than diversified funds.

Products and Services

• Equity Securities Investment

The fund allocates the majority of its assets to equity securities, which includes stocks, stock futures, rights, and warrants, along with securities that can be converted into stock. This focus on equity securities is driven by the potential they offer for significant growth in value, aligned with the fund's investment goals.

• Focus on Growth Potential Companies

Investments are primarily directed towards large and medium-sized U.S. companies. The selection criteria are based on the assessment by the fund's Sub-Advisers of the companies' above-average potential for growth in revenue and earnings. This approach is aimed at achieving high returns for the fund's investors through capital appreciation.

• Non-Diversified Fund Strategy

Contrary to diversified funds, which spread their investments across a wide variety of securities to mitigate risk, this fund adopts a non-diversified strategy. This approach allows for a focused investment in a narrower selection of securities, potentially leading to higher growth but also comes with a higher level of risk.