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MFWire: Guidestone Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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Guidestone
5005 LBJ Fwy
Suite 2200
Dallas, TX  75244
Google Maps

Contact
Main Phone: 888-984-8433
Web Site: http://www.guidestonefunds.org/

Mutual Fund Brand(s)
Guidestone Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    GuideStone Financial Resources traces its history back to 1918, when $1 million in seed money from John D. Rockefeller and John D. Rockefeller, Jr., and a $100,000 gift from the Baptist Sunday School Board, helped created what was then called the Board of Ministerial Relief and Annuities: a non-profit to help retired Southern Baptist preachers and preachers' widows.

    The organization offers employee benefits, retirement plans, and other financial and insurance services to pastors and other workers of Southern Baptist churches. The non-profit has rebranded several times over the years: as the Relief and Annuity Board of the Southern Baptist Convention (in 1920); as the Annuity Board of the Southern Baptist Convention (in 1961); and most recently to GuideStone (in 2004).

    Meanwhile, the non-profit investment arm offered unregistered, commingled funds to the Southern Baptist community. In 2001, they entered the mutual fund business, officially launching the AB Funds Trust on August 27, 2001.

    The funds (which switched to the GuideStone Funds name in 2005 after the rest of the non-profit rebranded as GuideStone in 2004) are a family of subadvised, manager-of-manager mutual funds with their own take on faith-based investing: the managers screen out companies involved in abortion, alcohol, gambling, pornography, tobacco, "or any company whose products, services or activities are publicly recognized as being incompatible with the moral and ethical posture of GuideStone." The managers also strive to be engaged shareholders, trying to influence companies "to enact authentic, positive business change."

    At first, the mutual funds were exclusively for the Southern Baptist community (especially for use inside the community's 403(b) plans). Then, in 2004, the GuideStone team extended distribution of those mutual funds to others in the evangelical Christian community (as the broader non-profit did the same). In 2014, GuideStone hired its first mutual fund wholesaler, and in 2015, the GuideStone team opened up distribution of their mutual funds "to the broader investing public," starting with the RIA channel and their own backyard (the Dallas-Fort Worth area of North Texas).
    Sponsored Opportunities



    Key People:
    John Jones
    President, GuideStone Funds
    David Spika
    President, GuideStone Capital Management
    Matt Peden
    Chief Investment Officer, GuideStone Funds
    Ron W. Bass
    Chief Compliance Officer, GuideStone Funds
    Tim Bray
    Senior Portfolio Manager, Guidestone Funds
    Melanie Childers
    Managing Director, Guidestone Funds
    Patrick Pattison
    Vice President and Treasurer, GuideStone Funds
    Bret Curlee
    Director of Investment Services, GuideStone Funds
    Story Archive for Guidestone
    Published On Story Headline Publication
    8/26/2021 An $18B-AUM Subadvised Fund Firm Celebrates the Big Two-Oh MFWire.com
    3/8/2019 T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham MFWire.com
    1/7/2019 After Gaining Key Distro Access, a Faith-Based Fund Firm Staffs Up MFWire.com
    10/17/2018 New Lens: Active vs Passive Winners MFWire.com
    7/21/2017 New Fund Fuss - July 21, 2017 MFWire.com
    4/17/2017 Week In Preview: Fundsters Gather in NYC and Directors in DC MFWire.com
    3/24/2017 Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham MFWire.com
    12/23/2016 Filings for Fundsters - December 23, 2016 MFWire.com
    8/18/2016 An SRI Shop's Distro Chief Takes Over MFWire.com
    8/15/2016 Filings For Fundsters - August 15, 2016 MFWire.com
    12/24/2015 A $10B Subadvised Shop Just Hired Its First Externals MFWire.com
    4/27/2015 Crawl, Walk, Run: a $10B Subadvised Shop Spreads Its Wings MFWire.com
    4/1/2015 Cap Group, Fidelity, and Pimco Break Out the Champagne MFWire.com
    6/5/2013 GuideStone Funds Appoints New PMs for Funds MFWire.com
    3/9/2012 And the Lipper Fund Awardees Are... MFWire.com
    8/30/2010 A Trade Pub IDs Target-Date Funds with Above-Average Turnover MFWire.com
    6/4/2008 UPDATE 1 | Done Deal: San Fran Fund Shop Steps Forward to Gain Sales Access MFWire.com
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