Equity Index Investor Fund Quote
| GEQZX Fund | USD 60.49 0.23 0.38% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Equity Index is trading at 60.49 as of the 22nd of November 2024; that is 0.38% increase since the beginning of the trading day. The fund's open price was 60.26. Equity Index 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 Equity Index Investor are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of September 2024 and ending today, the 22nd of November 2024. Click here to learn more.
The fund will invest substantially all, and normally at least 80 percent of its total assets, in the equity securities included in the SP 500 Index, in weightings that approximate the relative composition of the securities contained in the SP 500 Index. More on Equity Index Investor
Moving together with Equity Mutual Fund
| 0.87 | GCOZX | Growth Allocation | PairCorr |
| 0.94 | GDMYX | Defensive Market Str | PairCorr |
| 0.93 | GDMZX | Defensive Market Str | PairCorr |
| 0.95 | GVEYX | Value Equity Institu | PairCorr |
| 0.98 | GVEZX | Value Equity Investor | PairCorr |
| 0.96 | GVIYX | Guidestone Value Equity | PairCorr |
Moving against Equity Mutual Fund
Equity Mutual Fund Highlights
| Fund Concentration | GuideStone Funds, Large Blend Funds, Large Blend, GuideStone Funds, Large Blend, Large Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Equity Index Investor [GEQZX] is traded in USA and was established 22nd of November 2024. Equity Index is listed under GuideStone Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of GuideStone Funds family. This fund currently has accumulated 3.43 B in assets under management (AUM) with minimum initial investment of 1 K. Equity Index Investor is currently producing year-to-date (YTD) return of 24.75% with the current yeild of 0.01%, while the total return for the last 3 years was 8.97%.
Check Equity Index Probability Of Bankruptcy
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 Equity 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 Equity 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 Equity Index Investor 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 Equity Index Investor Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| MSFT | Microsoft | Stock | Information Technology | |
| NVDA | NVIDIA | Stock | Information Technology | |
| PG | Procter Gamble | Stock | Consumer Staples |
Equity Index Investor Risk Profiles
| Mean Deviation | 0.5535 | |||
| Semi Deviation | 0.6555 | |||
| Standard Deviation | 0.7763 | |||
| Variance | 0.6026 |
Equity Index Against Markets
Other Information on Investing in Equity Mutual Fund
Equity Index financial ratios help investors to determine whether Equity 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 Equity with respect to the benefits of owning Equity Index security.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Fundamental Analysis View fundamental data based on most recent published financial statements |