About GBAYX
GuideStone Funds Balanced Allocation Institutional is a mutual fund designed to provide investors with a moderate balance between growth and income objectives. The fund primarily aims for moderate capital appreciation while also generating current income, making it suitable for investors with a medium- to long-term investment horizon who seek a balanced approach to portfolio risk and return. Its strategy involves blending approximately equal proportions of fixed income and equity investments by allocating assets across a range of GuideStone Select Funds, offering exposure to U.S. equities, international equities, fixed income, real assets, and alternatives.
Notable features include broad diversification across asset classes, with top holdings in medium-duration bonds, domestic and international equity funds, and strategic alternatives. The fund maintains a relatively moderate risk profile, supported by risk metrics such as a standard deviation of 10.55% and a beta of 0.91 against its benchmark. It appeals particularly to investors looking to participate in the potential returns from equities but who prefer less volatility through significant allocations to bonds and other fixed income instruments. As an institutional share class, it is structured for larger investment minimums and serves as a core holding in diversified portfolios, playing a significant role in asset allocation strategies for organizations and qualified investors.
Fund Family GuideStone Funds
Category Mix Tgt All Mod
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol GBAYX
Share Class Institutional
Index Bloomberg U.S. Aggregate Bond TR
GBAYX had a total return of 10.54% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.79%.
