GuideStone Funds Growth Allocation Fund (GCOZX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GCOZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GCOZX
GCOZX charges 0.39% annually. There are 139 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | GCOZX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | GCOZX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | GCOZX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | GCOZX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | GCOZX vs BWBIX |
Best Risk-Adjusted Alternatives to GCOZX
GCOZX has a PortfoliosLab risk / return rank of 48. There are 409 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | GCOZX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | GCOZX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | GCOZX vs NWQIX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 94 | — | Sep 2003 | GCOZX vs FMUAX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | GCOZX vs AYBLX |
Top Performing GCOZX Alternatives (YTD)
GCOZX is at 8.81% YTD. There are 156 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 30.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 30.31% | — | Jan 1998 | GCOZX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | GCOZX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.84% | — | Aug 1998 | GCOZX vs MHELX | |
| ICON Equity Income Fund | 18.66% | — | May 2004 | GCOZX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.85% | — | Dec 2002 | GCOZX vs TIBIX |
Lowest Volatility Alternatives to GCOZX
GCOZX has 10.80% 1-year volatility. There are 420 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | GCOZX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | GCOZX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | GCOZX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | GCOZX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | GCOZX vs CSTAX |
Lowest Drawdown Alternatives to GCOZX
GCOZX has a 1-year max drawdown of -8.07%. There are 434 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | GCOZX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | GCOZX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | GCOZX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | GCOZX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | GCOZX vs CSTAX |
Other Mutual Funds from GuideStone Funds
The 10 most viewed GuideStone Funds mutual funds shown here include GEQYX, GFSYX, GGBFX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| GuideStone Funds Equity Index Fund | Large Cap Blend Equities | 63 | 10.93% | — | Aug 2001 | GCOZX vs GEQYX | |
| GuideStone Funds Strategic Alternatives Fund | Multistrategy | 85 | 1.78% | — | Jun 2017 | GCOZX vs GFSYX | |
| GuideStone Funds Global Bond Fund | Global Bonds | 12 | -0.16% | — | Dec 2006 | GCOZX vs GGBFX | |
| GuideStone Funds Global Real Estate Securities Fun... | REIT | 34 | 11.74% | — | Dec 2006 | GCOZX vs GREZX | |
| GuideStone Funds MyDestination 2025 Fund | Target Retirement Date | 64 | 5.84% | — | Dec 2006 | GCOZX vs GMWZX | |
| GuideStone Funds Aggressive Allocation Fund | Global Equities | 43 | 10.38% | — | Aug 2001 | GCOZX vs GGBZX | |
| GuideStone Funds Growth Equity Fund | Large Cap Growth Equities | 8 | 2.80% | — | Aug 2001 | GCOZX vs GGEYX | |
| GuideStone Funds Balanced Allocation Fund | Diversified Portfolio | 49 | 5.10% | — | Aug 2001 | GCOZX vs GGIZX | |
| GuideStone Funds Low-Duration Bond Fund | Short-Term Bond | 94 | 1.04% | — | Aug 2001 | GCOZX vs GLDYX | |
| GuideStone Funds MyDestination 2035 Fund | Target Retirement Date | 61 | 7.82% | — | Dec 2006 | GCOZX vs GMHZX |
Often Compared With GCOZX
Investors most often compare GCOZX with VOO, XLK, GMGZX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare GCOZX with Any Fund or Stock
Compare GCOZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GCOZX with funds that move differently
GuideStone Funds Growth Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GCOZX.
Explore GCOZX Diversifiers