Small Cap Equity Fund Quote
| GSCZX Fund | USD 16.22 0.38 2.40% |
PerformanceVery Weak
| Odds Of DistressLow
|
Small Cap is trading at 16.22 as of the 16th of March 2025; that is 2.40% increase since the beginning of the trading day. The fund's open price was 15.84. Small Cap has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 16th of December 2024 and ending today, the 16th of March 2025. Click here to learn more.
The fund invests mainly in equity securities, which may include stock, stock futures, rights, warrants or securities convertible into stock, of U.S. companies that, at the time of purchase, are in the small capitalization segment of the U.S. equity market, generally consistent with the capitalization range of companies comprising the Russell 2000 Index.. More on Small Cap Equity
Moving together with Small Mutual Fund
| 0.82 | GDMYX | Defensive Market Str | PairCorr |
| 0.82 | GDMZX | Defensive Market Str | PairCorr |
| 0.62 | GVIYX | Guidestone Value Equity | PairCorr |
Moving against Small Mutual Fund
Small Mutual Fund Highlights
| Fund Concentration | GuideStone Funds, Large Funds, Small Blend Funds, Small Blend, GuideStone Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Small Cap Equity [GSCZX] is traded in USA and was established 16th of March 2025. Small Cap is listed under GuideStone Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of GuideStone Funds family. This fund currently has accumulated 752.5 M in assets under management (AUM) with minimum initial investment of 1 K. Small Cap Equity is currently producing year-to-date (YTD) return of 2.38% with the current yeild of 0.0%, while the total return for the last 3 years was 3.44%.
Check Small Cap Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Small Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Small Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Small Cap Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Small Cap Equity Mutual Fund Constituents
| QTWO | Q2 Holdings | Stock | Information Technology | |
| MBUU | Malibu Boats | Stock | Consumer Discretionary | |
| AEO | American Eagle Outfitters | Stock | Consumer Discretionary | |
| PATK | Patrick Industries | Stock | Industrials | |
| VG | Venture Global, | Stock | Telecom Services | |
| PCTY | Paylocity Holdng | Stock | Information Technology | |
| CHGG | Chegg Inc | Stock | Consumer Discretionary | |
| ASGN | ASGN Inc | Stock | Industrials |
Small Cap Equity Risk Profiles
| Mean Deviation | 0.8667 | |||
| Standard Deviation | 1.13 | |||
| Variance | 1.27 | |||
| Risk Adjusted Performance | (0.17) |
Small Cap Against Markets
Other Information on Investing in Small Mutual Fund
Small Cap financial ratios help investors to determine whether Small Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Small with respect to the benefits of owning Small Cap security.
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