Funds Group: GuideStone Funds
Management Company: GuideStone Capital Management (refer to Note of Explanation)
Funds Affected: GuideStone Funds Aggressive Allocation, GuideStone Funds Balanced Allocation, GuideStone Funds Conservative Allocation, GuideStone Funds Defensive Markets Strategies, GuideStone Funds Emerging Markets Equity, GuideStone Funds Equity Index, GuideStone Funds Extended-Duration Bond, GuideStone Funds Global Bond, GuideStone Funds Global Real Estate Securities, GuideStone Funds Growth Allocation, GuideStone Funds Growth Equity, GuideStone Funds International Equity, GuideStone Funds International Equity Index, Guidestone Funds Low-Duration Bond, GuideStone Funds Medium-Duration Bond, GuideStone Funds Money Market, GuideStone Funds MyDestination 2015, GuideStone Funds MyDestination 2025, GuideStone Funds MyDestination 2035, GuideStone Funds MyDestination 2045, GuideStone Funds MyDestination 2055, GuideStone Funds Small Cap Equity, GuideStone Funds Strategic Alternatives, GuideStone Funds Value Equity
Principal Sustainable Investing Strategies: Values-Based Investing/Negative screening (exclusions)
GuideStone Funds Summary:
As a Christian-screened mutual fund family, GuideStone’s funds are intended to align investments with Christian values. The funds may not invest in any company that is publicly recognized, as determined by GuideStone Financial Resources of the Southern Baptist Convention (GuideStone Financial Resources), as being in the alcohol, tobacco, gambling, pornography or abortion industries, or any company whose products, services or activities are publicly recognized as being incompatible with the moral and ethical posture of GuideStone Financial Resources.
Note of Explanation
GuideStone employs a manager of managers approach. The GuideStone Allocation and GuideStone MyDestination funds invest in underlying GuideStone funds that are managed by the following sub-advisors, subject to the values-based investing approach outlined above.
Money Market-BlackRock Advisors, LLC
Low-Duration Bond-BlackRock Financial Management, Inc., Pacific Investment Management Company LLC, and Payden & Rygel
Medium-Duration Bond-Goldman Sachs Asset Management, L.P., Pacific Investment Management Company LLC, Western Asset Management Company and Western Asset Management Company Limited
Extended-Duration Bond-Loomis, Sayles & Company, L.P., Schroder Investment Management North America Inc.
Global Bond-Loomis, Sayles & Company, L.P., Western Asset Management Company and Western Asset Management Company Limited
Defensive Market Strategies-American Century Investment Management, Inc., AQR Capital Management, LLC, Parametric Portfolio Associates LLC, Shenkman Capital Management, Inc.
Equity Index-Legal & General Investment Management America, Inc.
Value Equity-AJO, LP, Barrow, Hanley, Mewhinney & Strauss, LLC, Legal & General Investment Management America, Inc., TCW Investment Management Company LLC
Growth Equity-Brown Advisory, LLC, ClearBridge Investments, LLC, Loomis, Sayles & Company, L.P., Sands Capital Management, LL
Small Cap Equity-AJO, LP, RBC Global Asset Management (U.S.) Inc., TimesSquare Capital Management, LLC
International Equity Index-Legal & General Investment Management America, Inc.
International Equity-AQR Capital Management, LLC, Baillie Gifford Overseas Limited, Barrow, Hanley, Mewhinney & Strauss, LLC, MFS Institutional Advisors, Inc., Mondrian Investment Partners Ltd.
Emerging Markets Equity-AQR Capital Management, LLC, Genesis Asset Managers, LLP and Genesis Investment Management, LLP
Inflation Protected Bond-BlackRock Financial Management, Inc.
Global Real Estate Securities-Heitman Real Estate Securities LLC, Heitman International Real Estate Securities GmbH and Heitman International Real Estate Securities HK Limited, RREEF America L.L.C., Deutsche Investments Australia Limited and Deutsche Alternative Asset Management (Global) Limited
Strategic Alternatives Fund-Allianz Global Investors U.S. LLC, Neuberger Berman Investment Advisers LLC, Parametric Portfolio Associates LLC, Perella Weinberg Partners Capital Management LP
Cash Overlay for Target Date, Asset Allocation, Fixed Income, Equity and Real Return Funds-Parametric Portfolio Associates LLC