GuideStone Funds Conservative Allocation Fund (GFIZX) 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 GFIZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GFIZX
GFIZX charges 0.41% annually. There are 146 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 | GFIZX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | GFIZX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | GFIZX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | GFIZX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | GFIZX vs VTMFX |
Best Risk-Adjusted Alternatives to GFIZX
GFIZX has a PortfoliosLab risk / return rank of 46. There are 431 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 | GFIZX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | GFIZX vs TIBIX | |
| Davis Appreciation & Income Fund | 97 | — | Apr 1992 | GFIZX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | GFIZX vs NWQIX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | GFIZX vs AYBLX |
Top Performing GFIZX Alternatives (YTD)
GFIZX is at 2.81% YTD. There are 510 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.44% | — | Jan 1998 | GFIZX vs EKBAX | |
| ICON Equity Income Fund | 20.32% | — | May 2004 | GFIZX vs IOEZX | |
| Greenspring Fund | 18.97% | — | Jun 1983 | GFIZX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 18.62% | — | Dec 2002 | GFIZX vs TIBIX | |
| Disciplined Growth Investors Fund | 17.68% | — | Aug 2011 | GFIZX vs DGIFX |
Lowest Volatility Alternatives to GFIZX
GFIZX has 4.83% 1-year volatility. There are 34 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | GFIZX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | GFIZX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.92% | — | Apr 2012 | GFIZX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | GFIZX vs AVEFX | |
| American Funds College 2027 Fund | 3.08% | — | Sep 2012 | GFIZX vs CSTAX |
Lowest Drawdown Alternatives to GFIZX
GFIZX has a 1-year max drawdown of -3.98%. There are 52 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 | GFIZX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | GFIZX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | GFIZX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | GFIZX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | GFIZX vs CSTAX |
Other Mutual Funds from GuideStone Funds
The 10 most viewed GuideStone Funds mutual funds shown here include GEQYX, GFSYX, GMWZX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| GuideStone Funds Equity Index Fund | Large Cap Blend Equities | 69 | 11.33% | — | Aug 2001 | GFIZX vs GEQYX | |
| GuideStone Funds Strategic Alternatives Fund | Multistrategy | 92 | 2.56% | — | Jun 2017 | GFIZX vs GFSYX | |
| GuideStone Funds MyDestination 2025 Fund | Target Retirement Date | 62 | 5.84% | — | Dec 2006 | GFIZX vs GMWZX | |
| GuideStone Funds Global Bond Fund | Global Bonds | 7 | -0.74% | — | Dec 2006 | GFIZX vs GGBFX | |
| GuideStone Funds Global Real Estate Securities Fun... | REIT | 46 | 13.14% | — | Dec 2006 | GFIZX vs GREZX | |
| GuideStone Funds Growth Equity Fund | Large Cap Growth Equities | 9 | 1.34% | — | Aug 2001 | GFIZX vs GGEYX | |
| GuideStone Funds Balanced Allocation Fund | Diversified Portfolio | 51 | 5.18% | — | Aug 2001 | GFIZX vs GGIZX | |
| GuideStone Funds MyDestination 2035 Fund | Target Retirement Date | 65 | 7.98% | — | Dec 2006 | GFIZX vs GMHZX | |
| GuideStone Funds Aggressive Allocation Fund | Global Equities | 51 | 10.75% | — | Aug 2001 | GFIZX vs GGBZX | |
| GuideStone Funds Low-Duration Bond Fund | Short-Term Bond | 82 | 0.73% | — | Aug 2001 | GFIZX vs GLDYX |
Often Compared With GFIZX
Investors most often compare GFIZX with VOO, GMGZX, BERIX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare GFIZX with Any Fund or Stock
Compare GFIZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GFIZX with funds that move differently
GuideStone Funds Conservative Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GFIZX.
Explore GFIZX Diversifiers