GuideStone Funds Conservative Allocation Fund Institutional Shares (GCAYX)

Overview

The fund operates as an investment vehicle, focusing predominantly on a mix of fixed income and equity securities through a strategic allocation in the GuideStone Funds Select Funds. This diversified approach is designed to balance potential risks and rewards by varying investments across different asset classes, including fixed income, equities, impact assets, real assets, and alternatives. The Adviser has the flexibility to adjust asset allocations and modify the fund's investment strategies over time, in response to evolving market conditions or investment opportunities, without requiring shareholder approval.

Products and Services

The fund offers a comprehensive range of investment options, categorized by asset classes, to meet the diverse needs and investment goals of its clients. These include:

• Fixed Income Select Funds

  Allocating between 50-80% of the fund’s assets, these funds focus on investments in various fixed income securities aiming to provide stability and generate income. This category suits investors looking for lower-risk investment opportunities.

• Equity Select Funds

  With 20-40% of the fund's assets allocated in this class, these funds invest in a range of equities. The goal is to offer growth potential over the long term through investments in companies with varying market capitalizations.

• Impact Asset Class

  This non-traditional investment class, which may comprise up to 15% of the fund’s assets, includes investments made with the intention to generate positive, measurable social and environmental impact alongside a financial return.

• Real Assets Select Funds

  Allowing for up to 15% of the fund’s allocation, these funds invest in real assets such as real estate or commodities, providing potential inflation protection and diversification benefits to the investment portfolio.

• Alternative Select Funds

  These funds, also potentially covering up to 15% of the portfolio, invest in alternative investments which may include hedge funds, private equity, and other non-traditional asset classes. The aim is to achieve higher returns and further diversification.