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Morningstar

GuideStone Value Equity Index Instl GVIYX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 10.62  /  0.85 %
  • Total Assets 144.1 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio —
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield —
  • Turnover —

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 1:29 AM GMT+00:00

Morningstar’s Analysis GVIYX

Will GVIYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GVIYX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the GVIYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of GVIYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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GuideStone Value Equity Index Instl’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

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