Balanced Allocation Fund Quote
| GBAYX Fund | USD 11.70 0.02 0.17% |
PerformanceVery Weak
| Odds Of DistressLow
|
Balanced Allocation is trading at 11.70 as of the 6th of May 2025; that is 0.17 percent decrease since the beginning of the trading day. The fund's open price was 11.72. Balanced Allocation has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 6th of April 2025 and ending today, the 6th of May 2025. Click here to learn more.
The fund, primarily through investments in the GuideStone Funds Select Funds, combines approximately equal percentages of fixed income securities with equity securities. The Adviser targets allocating 35-60 percent of the funds assets in the Fixed income select funds, 40-65 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 Balanced Allocation Fund
Moving together with Balanced Mutual Fund
| 0.99 | GCOZX | Growth Allocation | PairCorr |
| 0.89 | GDMYX | Defensive Market Str | PairCorr |
| 0.89 | GDMZX | Defensive Market Str | PairCorr |
| 0.87 | GVEYX | Value Equity Institu | PairCorr |
| 0.87 | GVEZX | Value Equity Investor | PairCorr |
| 0.96 | GVIYX | Guidestone Value Equity | PairCorr |
Moving against Balanced Mutual Fund
Balanced Mutual Fund Highlights
| Thematic Idea | Large Blend Funds (View all Themes) |
| Fund Concentration | GuideStone Funds, Large Blend Funds, Allocation--30% to 50% Equity Funds, Large Blend Funds, Allocation--30% to 50% Equity, GuideStone Funds, Large Blend, Allocation--30% to 50% Equity (View all Sectors) |
| Update Date | 31st of March 2025 |
Balanced Allocation Fund [GBAYX] is traded in USA and was established 6th of May 2025. Balanced Allocation is listed under GuideStone Funds category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of GuideStone Funds family. The entity is thematically classified as Large Blend Funds. This fund currently has accumulated 1.59 B in assets under management (AUM) with no minimum investment requirementsBalanced Allocation is currently producing year-to-date (YTD) return of 1.82% with the current yeild of 0.04%, while the total return for the last 3 years was 6.0%.
Check Balanced 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 Balanced 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 Balanced 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 Balanced 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 Balanced Allocation Fund Mutual Fund Constituents
| GDMYX | Defensive Market Strategies | Mutual Fund | Allocation--50% to 70% Equity | |
| GEMYX | Emerging Markets Equity | Mutual Fund | Diversified Emerging Mkts | |
| GFSYX | Strategic Alternatives Fund | Mutual Fund | Multistrategy | |
| GGBEX | Global Bond Fund | Mutual Fund | World Bond | |
| GGEYX | Guidestone Fds Growth | Mutual Fund | Large Growth | |
| GIEYX | International Equity Institutional | Mutual Fund | Foreign Large Blend | |
| GLDYX | Low Duration Bond Institutional | Mutual Fund | Short-Term Bond | |
| GMDYX | Medium Duration Bond Institutional | Mutual Fund | Intermediate Core-Plus Bond |
Balanced Allocation Risk Profiles
| Mean Deviation | 0.5291 | |||
| Standard Deviation | 0.7918 | |||
| Variance | 0.627 | |||
| Risk Adjusted Performance | (0.03) |
Balanced Allocation Against Markets
Other Information on Investing in Balanced Mutual Fund
Balanced Allocation financial ratios help investors to determine whether Balanced 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 Balanced with respect to the benefits of owning Balanced Allocation security.
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