Conservative Allocation is trading at 11.64 as of the 30th of November 2024; that is No Change since the beginning of the trading day. The fund's open price was 11.64. Conservative Allocation has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Conservative Allocation Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of February 2023 and ending today, the 30th of November 2024. Click here to learn more.
The fund, primarily through investments in the GuideStone Funds Select Funds , combines a greater percentage of fixed income securities with a smaller percentage of equity securities. The Adviser targets allocating 50-80 percent of the funds assets in the Fixed income select funds, 20-40 percent in the Equity select funds, 0-15 percent in Impact asset class, 0-15 percent in Real assets select funds, and 0-15 percent in Alternative select funds. More on Conservative Allocation Fund
Conservative Allocation Fund [GCAYX] is traded in USA and was established 30th of November 2024. Conservative Allocation is listed under GuideStone Funds category by Fama And French industry classification. The fund is listed under Allocation--15% to 30% Equity category and is part of GuideStone Funds family. This fund currently has accumulated 518.98 M in assets under management (AUM) with minimum initial investment of 1000 K. Conservative Allocation is currently producing year-to-date (YTD) return of 7.41% with the current yeild of 0.03%, while the total return for the last 3 years was 1.89%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Conservative Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Conservative Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Conservative Allocation Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Conservative Allocation Fund Mutual Fund Constituents
Other Information on Investing in Conservative Mutual Fund
Conservative Allocation financial ratios help investors to determine whether Conservative Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Conservative with respect to the benefits of owning Conservative Allocation security.