Value Equity Investor Fund Quote
| GVEZX Fund | USD 21.52 0.22 1.03% |
Performance12 of 100
| Odds Of DistressLess than 17
|
Value Equity is trading at 21.52 as of the 26th of November 2024; that is 1.03% increase since the beginning of the trading day. The fund's open price was 21.3. Value Equity has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Value Equity Investor are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of September 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund invests mainly in equity securities, which can include stock, stock futures, rights, warrants or securities convertible into stock. It is diversified and focuses on large- and medium-sized U.S. companies whose equity securities are considered by the funds Sub-Advisers to be value-oriented.. More on Value Equity Investor
Moving together with Value Mutual Fund
| 0.86 | GCOZX | Growth Allocation | PairCorr |
| 0.98 | GDMYX | Defensive Market Str | PairCorr |
| 0.98 | GDMZX | Defensive Market Str | PairCorr |
| 1.0 | GVEYX | Value Equity Institu | PairCorr |
| 0.99 | GVIYX | Guidestone Value Equity | PairCorr |
Moving against Value Mutual Fund
Value Mutual Fund Highlights
| Fund Concentration | GuideStone Funds, Large Value Funds, Large Value, GuideStone Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Value Equity Investor [GVEZX] is traded in USA and was established 26th of November 2024. Value Equity is listed under GuideStone Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of GuideStone Funds family. This fund currently has accumulated 962.59 M in assets under management (AUM) with minimum initial investment of 1 K. Value Equity Investor is currently producing year-to-date (YTD) return of 20.18% with the current yeild of 0.01%, while the total return for the last 3 years was 8.39%.
Check Value Equity 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 Value 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 Value 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 Value Equity 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 Value Equity Investor Mutual Fund Constituents
| PSX | Phillips 66 | Stock | Energy | |
| MSFT | Microsoft | Stock | Information Technology | |
| NTRS | Northern Trust | Stock | Financials | |
| JCI | Johnson Controls International | Stock | Industrials | |
| AIG | American International Group | Stock | Financials | |
| WFC | Wells Fargo | Stock | Financials | |
| VZ | Verizon Communications | Stock | Communication Services | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology |
Value Equity Investor Risk Profiles
| Mean Deviation | 0.5074 | |||
| Semi Deviation | 0.3692 | |||
| Standard Deviation | 0.6828 | |||
| Variance | 0.4663 |
Value Equity Against Markets
Other Information on Investing in Value Mutual Fund
Value Equity financial ratios help investors to determine whether Value 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 Value with respect to the benefits of owning Value Equity security.
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