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GMDZX GuideStone Funds Medium-Duration Bd Inv

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Fund GMDZX GuideStone Funds Medium-Duration Bd Inv TSBRX TIAA-CREF Social Choice Bond Retail  
Similarity
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100% 88%
Annual Fees
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$72.52
(0.71% Exp. Ratio)
$69.46
(0.68% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.14% annual return
$15,246.44 $15,385.25
Est. savings over 30 yrs +$138.81
Return
As of 11/30/16
1 YR RETURN 2.12%
3 YR 2.53%
5 YR 2.91%
10 YR 4.64%
1 YR RETURN 2.36%
3 YR 3.75%
5 YR --
10 YR --
Description
The investment seeks maximum total return consistent with preservation of capital. The fund invests mainly (at least, and typically more than, 80% of its net assets, plus borrowings for investment purposes, if any) in investment grade fixed-income securities. The fund's portfolio is diversified among a large number of companies across different industries and economic sectors. It may hold up to 20% of its assets in obligations denominated in currencies other than the U.S. dollar and may invest beyond this limit when considering U.S. dollar-denominated securities of foreign issuers.
The investment seeks a favorable long-term total return through income and capital appreciation while giving special consideration to certain environmental, social and governance ("ESG") criteria. The fund invests at least 80% of its assets in bonds. For these purposes, bonds include fixed-income securities of all types. It primarily invests in a broad range of investment-grade bonds and fixed-income securities, including, but not limited to, U.S. government securities, corporate bonds, taxable municipal securities and mortgage-backed or other asset backed-securities.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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