Presentation is loading. Please wait.

Presentation is loading. Please wait.

C-06 FUND RANKINGS Q3 2015 Update C06-1.

Similar presentations


Presentation on theme: "C-06 FUND RANKINGS Q3 2015 Update C06-1."— Presentation transcript:

1 C-06 FUND RANKINGS Q Update C06-1

2

3 Peer Group Comparisons FUND PERFORMANCE (INVESTOR)
CHARACTERISTICS AND PERFORMANCE Peer Group Comparisons FUND PERFORMANCE (INVESTOR) As of June 30, 2016 Overall ratings — 17 of 22 GuideStone Funds are 3 star or better Three year — 13 of 22 GuideStone Funds are 3 star or better Five year — 13 of 20 GuideStone Funds are 3 star or better Ten year — 11 of 11 GuideStone Funds are 3 star or better Includes all ranked Funds available to retirement plan investors.

4 Peer Group Comparisons FUND PERFORMANCE (INSTITUTIONAL)
CHARACTERISTICS AND PERFORMANCE Peer Group Comparisons FUND PERFORMANCE (INSTITUTIONAL) As of June 30, 2016 Overall ratings — 16 of 16 GuideStone Funds are 3 star or better Three year — 14 of 16 GuideStone Funds are 3 star or better Five year — 13 of 15 GuideStone Funds are 3 star or better Ten year — 11 of 11 GuideStone Funds are 3 star or better Includes all ranked Funds available to retirement plan investors.

5 Rankings Disclosure CHARACTERISTICS AND PERFORMANCE
Rankings are subject to change monthly. Past rankings are no guarantee of future rankings. Investment return and the value of an investor’s shares will fluctuate. Shares may be worth more or less than original cost when redeemed. Lipper The Lipper Rankings are calculated by Lipper Inc., a Reuters Company, which is a nationally recognized organization that compares the performance of mutual funds within a universe of funds having similar investment objectives. Rankings are based on total return performance: with capital gains and dividends reinvested, with annual operating expenses deducted, but without including front- or back-end sales charges. Rankings are relative to a peer group and do not necessarily mean that the fund had high total returns. Morningstar For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive five stars, the next 22.5% receive four stars, the next 35% receive three stars, the next 22.5% receive two stars and the bottom 10% receive one star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-year and five-year Morningstar Rating metrics, which are based on a risk-adjusted return. C06-5

6 Important Information
CHARACTERISTICS AND PERFORMANCE Important Information You should carefully consider the investment objectives, risks, charges and expenses of the GuideStone Funds before investing. A prospectus with this and other information about the Funds may be obtained by calling GS-FUNDS ( ) or downloading one at It should be read carefully before investing. GuideStone Funds are made available through GuideStone Financial Services, member FINRA. Shares of GuideStone Funds are distributed by Foreside Funds Distributors LLC. (MANDATORY SLIDE – CANNOT BE HIDDEN.) C06-6


Download ppt "C-06 FUND RANKINGS Q3 2015 Update C06-1."

Similar presentations


Ads by Google