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Subjects: Award, Mutual Fund

Refinitiv Lipper Award for Best Overall Small Fund Family 2019 Goes to GuideStone Funds


GuideStone Funds®, the nation's largest faith-based mutual fund family, is pleased to announce it has been awarded the Refinitiv Lipper Award for Best Overall Small Fund Family 2019. This is the second time GuideStone® has been recognized with a Lipper award for Best Overall Small Fund Group in the U.S., having also received the honor in 2012. The Funds are managed by Dallas-based investment adviser, GuideStone Capital Management®.

"We founded our mutual fund family in 2001 on the belief that we could achieve competitive investor outcomes while at the same time aligning our portfolios with Christian principles. This recognition highlights our belief that investors can align their portfolios with their values and the potential for enhancing overall performance," states David Spika, president of GuideStone Capital Management.

With more than $12 billion in assets under management, GuideStone manages 24 Christian-screened mutual funds while providing their investors with a broad range of well-diversified investment strategies. The team uses a multi-manager approach, which is designed to mitigate risk and provide investors access to top-tier investment talent.

GuideStone Funds was awarded the Lipper Fund Award from Refinitiv as the Best Overall Small Fund Family for 2019 on Thursday, March 7. The entire GuideStone Funds family won the Lipper Fund Award for 2019 Best Overall Small Company over 3 years (out of 29 eligible as of November 30, 2018). Based on risk-adjusted total return.

Of the 222 Small fund families, only 29 met the standards to be considered for the Best Overall Small Fund Family prestigious award ? with up to $76.8 billion in assets under management.

GuideStone Capital Management is an affiliate of GuideStone Financial Resources®, a 101-year-old provider of investments, retirement record-keeping services and insurance products to evangelical Christian churches, colleges, universities, hospitals and other related ministries. GuideStone Funds are available to the broad public.

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Investing involves risk, including the potential loss of principal. The Funds may experience negative performance, and past performance does not guarantee future results.

The Lipper Awards for Best Overall Small Fund Family are based on a review of 222 fund families considered for 2019 and based on risk-adjusted performance for the three-year period ending November 30, 2018. Award for U.S. Region Only.

The Refinitiv Lipper Fund Awards are based on Overall/Small fund family groups and will need to have at least three distinct portfolios in one of the asset classes ? equity, bond or mixed asset. The lowest average decile rank of the three years' Consistent Return measure of the eligible funds per asset class and group will determine the asset class Group Award winner over the three-year period. The Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure, is calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Lipper Fund Award. The Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. Additional information is available at LipperFundAwards.com.

Group Methodology: For the 2019 Refinitiv Lipper Fund Awards (based on three-year period ending November 30, 2018), a small fund family is defined as having assets of $76.8 billion or less.

From Refinitiv Lipper Awards, ©2019 Refinitiv. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution or retransmission of this content without express written permission is prohibited.

As of December 31, 2018, GuideStone Funds has $12.1 billion in assets, which makes GuideStone Funds the nation's largest faith-based mutual fund family. No other fund family with a Christian screen exceeds GuideStone Funds in asset size.

You should carefully consider the investment objectives, risks, charges and expenses of the GuideStone Funds before investing. A prospectus with this and other information about the Funds may be obtained by calling 1-888-GS-FUNDS (1-888-473-8637) or downloading one at GuideStoneFunds.com/Funds. It should be read carefully before investing.



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