GuideStone Funds Launches New Impact Funds to Invest Without Compromising Core Christian Values
GuideStone Funds, the largest faith-based mutual fund family in the U.S., has launched two new impact funds: the Impact Equity Fund (NASDAQ: GMEZX) and the Impact Bond Fund (NASDAQ: GMBZX). These funds aim to align investments with Christian values, focusing on the sanctity of life, environmental stewardship, and human dignity. The funds target global growth stocks and high-quality bonds across diverse sectors. Launched on January 27, 2023, they complement the existing Global Impact Fund (NASDAQ: GGIIX), which has $15.2 billion in assets as of December 31, 2022. GuideStone commits 20% of advisory fees to promote faith-based missions.
- Launch of two new funds (GMEZX, GMBZX) expands investment opportunities.
- Funds align with Christian values, attracting like-minded investors.
- $15.2 billion in assets under management indicates strong market position.
- 20% of advisory fees dedicated to advancing faith-based missions.
- New funds have limited operating history, posing investment risks.
- Potential limitations in investment opportunities due to faith-based restrictions.
The funds will offer investors a diverse, returns-oriented portfolio based on the biblical values of the sanctity of life, stewardship of God’s creation, and human dignity and advancement.
GMEZX is comprised of equities of global companies exhibiting strong growth characteristics, and GMBZX is composed of a sector-diversified array of high-quality bonds. The two new impact funds highlight the investment strategies first implemented in the
“For decades,
GuideStone evaluates each of the funds’ investments with a combined focus on biblical principles, security impact analysis and risk-adjusted returns to allow investors to make a meaningful difference in the world around them while preparing for their financial future.
One of the three pillars for identifying investment opportunities is advancing the sanctity of life from conception to death. In practice, these investments include creating a custom pool of mortgages that supports affordable rental housing and building cost-effective and child-friendly communities for low-income women who are heads of the household. These investments promote stability, which has been shown to be a key factor in reducing abortion.
For impact investing centered on dignity and advancement, the
“The impact of these funds goes even further than what we choose to invest in. While being returns-focused for our investors, GuideStone is also a mission-minded organization that dedicates a portion of our revenue to supporting organizations that promote the sanctity of life and the growth of God’s Kingdom,” said Spika. “As the largest nonprofit, faith-based mutual fund family, GuideStone is distinctly positioned to provide options for investors to do good in addition to doing well.”
Both new impact funds will continue GuideStone’s 2021 pledge to commit
The impact fund will join the complex of GuideStone’s 25 other mutual funds and be actively managed by
GMEZX and GMBZX, the investor share class, formally launched on
*As of
There can be no guarantee that any strategy (risk management or otherwise) will be successful. All investing involves risk, including potential loss of principal. The Funds’ impact investing criteria could cause the fund to perform differently compared to funds that do not apply such criteria. Successful application of the Funds’ impact investing strategy will depend upon the Adviser’s and each sub-adviser’s skill in properly identifying and analyzing impact investing issues. Investments made may not generate the amount of positive impact that was intended when the investment was made. Diversification does not assure a profit nor protect against loss in a declining market.
Impact Bond: An investment in the Fund involves risks that can significantly affect the Fund’s performance, including Credit Risk, Below-Investment Grade Securities Risk, Derivatives Risk, Mortgage-and Asset-Backed Securities Risk, Faith-Based Investing Risk, Fixed Income Securities Risk, Foreign Securities Risk and Market Risk. Impact Equity: An investment in the Fund involves risks that can significantly affect the Fund’s performance, including Equity Risk, Faith-Based Investing Risk, Foreign Securities Risk, Derivatives Risk, Market Risk and Futures and Options Risk. New Fund Risk: These Funds are new with limited operating history, and there can be no assurance that the Funds will grow to or maintain an economically viable size, in which case the Funds may not be able to achieve their investment objective.
Funds invested in accordance with the faith-based investment restrictions of GuideStone Financial Resources may not be able to take advantage of certain investment opportunities due to these restrictions, which may adversely affect investment performance. An investment in the Fund involves risks that can significantly affect the Fund’s performance, including Credit Risk, Equity Risk, Fixed Income Securities Risk, Foreign Securities Risk and Market Risk.
Foreign Securities Risk: Obligations of securities of foreign issuers may be negatively affected by political events, economic conditions or inefficient, illiquid or unregulated markets in foreign countries.
You should carefully consider the investment objectives, risk, charges and expenses of the Funds before investing. For a copy of the prospectus with this and other information about the Funds, call 1-888-GS-FUNDS (1-888-473-8637) or visit GuideStoneFunds.com/Funds to view or download a prospectus. You should read the prospectus carefully before investing.
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