GuideStone Funds Small Cap Equity Fund Investor Class (GSCZX)

Overview

The investment entity described specializes in deploying capital predominantly in equity securities, including stocks, stock futures, rights, warrants, or convertible securities, of U.S. companies that fall into the small capitalization segment of the market. This focus is chiefly aligned with the spectrum of firms that make up the Russell 2000® Index, underlining a strategic preference for entities within this specific capitalization range. The fund commits at least 80% of its net assets, possibly alongside borrowings intended for investment purposes, toward engaging with these small-cap U.S. companies. This investment strategy suggests a concentrated effort to capture the growth potential and dynamic nature of the small capitalization market segment, leveraging the inherent volatility and opportunity profile of these enterprises.

Products and Services

• Equity Securities Investment

  Primary focus is placed on investing in equity securities of small-capitalization U.S. companies, including but not limited to, stock, stock futures, rights, warrants, or securities convertible into stock. This service is designed for investors aiming to leverage the growth dynamics of small-cap markets, potentially offering higher returns in exchange for assuming higher volatility and risk levels associated with this segment.

• Focus on Russell 2000® Index Companies

  The fund strategically invests in companies that align with the capitalization range of the Russell 2000® Index. This enables investors access to a diversified portfolio of small-cap companies rigorously selected to mirror or complement the performance characteristics of this benchmark index. The service appeals to those seeking investment opportunities within the small company segment, guided by an established market barometer.

• Leverage and Investment Borrowings

  In addition to committing at least 80% of its net assets to equity securities, the fund may also employ borrowings for investment purposes. This approach allows for the amplification of investment capability, potentially enhancing returns through leveraged exposure to the target market segment. It is particularly aimed at investors comfortable with the increased risk profile inherent in leveraging strategies within the volatile small-cap market.