Growth Allocation is trading at 13.38 as of the 26th of November 2024; that is 0.38 percent up since the beginning of the trading day. The fund's open price was 13.33. Growth Allocation has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Growth Allocation Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of January 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund, primarily through investments in the GuideStone Funds Select Funds, combines a greater percentage of equity securities with a smaller percentage of fixed income securities. The Adviser targets allocating 10-35 percent of the funds assets in the Fixed income select funds, 65-90 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 Growth Allocation Fund
Growth Allocation Fund [GGRYX] is traded in USA and was established 26th of November 2024. Growth Allocation is listed under GuideStone Funds category by Fama And French industry classification. The fund is listed under Allocation--70% to 85% Equity category and is part of GuideStone Funds family. This fund currently has accumulated 1.25 B in assets under management (AUM) with minimum initial investment of 1000 K. Growth Allocation is currently producing year-to-date (YTD) return of 14.36% with the current yeild of 0.03%, while the total return for the last 3 years was 3.28%.
Check Growth Allocation 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 Growth 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 Growth 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 Growth 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 Growth Allocation Fund Mutual Fund Constituents
Other Information on Investing in Growth Mutual Fund
Growth Allocation financial ratios help investors to determine whether Growth 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 Growth with respect to the benefits of owning Growth Allocation security.