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GVEZX GuideStone Funds Value Equity Investor

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Fund GVEZX GuideStone Funds Value Equity Investor BVEFX Becker Value Equity Retail  
Similarity
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100% 85%
Annual Fees
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$90.85
(0.86% Exp. Ratio)
$83.46
(0.79% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$40,021.61 $40,878.09
Est. savings over 30 yrs +$856.48
Return
As of 11/30/16
1 YR RETURN 7.92%
3 YR 6.63%
5 YR 13.76%
10 YR 5.17%
1 YR RETURN 12.13%
3 YR 7.10%
5 YR 13.85%
10 YR 6.90%
Description
The investment seeks to provide long-term capital appreciation. The fund invests mainly (at least, and typically more than, 80% of its net assets, plus borrowings for investment purposes, if any) in equity securities, which can include stock, stock futures, rights, warrants or securities convertible into stock. It is diversified and focuses on large- and medium-sized U.S. companies whose stocks are considered by the fund's Sub-Advisers to be value stocks.
The investment seeks long-term capital appreciation. The fund employs a value strategy and invests primarily in common and preferred stocks whose market prices do not reflect their true values, as determined by the Advisor. The Advisor utilizes a bottom-up approach to stock selection, focusing on company fundamentals. The Advisor typically invests in companies with sound fundamentals that the Advisor believes are selling at discounted valuations and have low price-to-earnings ("P/E") ratios.

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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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