GuideStone Funds Conservative Allocation Fund - Investor Class (GFIZX)

Overview

This fund is designed to provide investors with a diversified investment strategy through a mix of fixed income and equity securities. By investing primarily in the GuideStone Funds Select Funds ("Select Funds"), the fund aims to balance the potential for income generation and capital appreciation, with a focus on risk management. The strategic allocation targets set by the Adviser allow for flexibility in response to shifting market conditions, aiming to balance between growth through equities and stability through fixed income securities. The fund's dynamic approach to asset allocation, ranging from fixed income to equity and alternative investments, caters to investors looking for a diversified fund that can adapt to changing financial environments.

Products and Services

The fund offers a variety of investment opportunities across different asset classes, providing a comprehensive investment solution tailored to meet varying investor needs and risk appetites. The different components of the fund include:

• Fixed Income Select Funds (50-80%): These funds focus on investments in fixed income securities, offering potential for income generation and lower risk compared to equities. This category plays a crucial role in providing stability and reducing overall portfolio volatility.
• Equity Select Funds (20-40%): Equity investments offer the potential for higher returns through growth in capital. This component of the fund targets allocations in various equity securities, aiming to achieve capital appreciation over the long term.
• Impact Asset Class (0-15%): This asset class focuses on investments that aim to generate social or environmental benefits alongside financial returns. It offers investors an opportunity to align their investment choices with their values.
• Real Assets Select Funds (0-15%): Investments in real assets, such as real estate or commodities, provide potential for inflation protection and diversification away from traditional financial instruments.
• Alternative Select Funds (0-15%): Alternative investments offer exposure to non-traditional asset classes, potentially enhancing portfolio diversification and offering unique risk and return characteristics.

The Adviser retains the flexibility to adjust the allocation ranges of these asset classes and to incorporate new or existing Select Funds without shareholder approval, ensuring the fund can adapt to evolving market landscapes.