The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

All our 23,130 stories are here...Call 212-331-8995 to add to the pile
Get MFWire Alerts
MFWire: Guidestone Funds
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.

5005 LBJ Fwy
Suite 2200
Dallas, TX  75244
Google Maps

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
     News Archives
    2022: Q2Q1
    2021: Q4Q3Q2Q1
    2020: Q4Q3Q2Q1
    2019: Q4Q3Q2Q1
    2018: Q4Q3Q2Q1
    2017: Q4Q3Q2Q1
    2016: Q4Q3Q2Q1
    2015: Q4Q3Q2Q1
    2014: Q4Q3Q2Q1
    2013: Q4Q3Q2Q1
    2012: Q4Q3Q2Q1
    2011: Q4Q3Q2Q1
    2010: Q4Q3Q2Q1
    2009: Q4Q3Q2Q1
    2008: Q4Q3Q2Q1
    2007: Q4Q3Q2Q1
    2006: Q4Q3Q2Q1
    2005: Q4Q3Q2Q1
    2004: Q4Q3Q2Q1
    2003: Q4Q3Q2Q1
    2002: Q4Q3Q2Q1
     Subscribe via RSS:
    Raw XML
    Add to My Yahoo!
    follow us in feedly

    1. Nicsa webinar - Luxembourg: The FinTech Gateway to Europ, May 18
    2. MMI webinar - How Wealth Firms Can Attract and Retain the Modern Investor, May 18
    3. ICI webinar - New Research Shows "First-Mover" Is a Universal Investor Response — Not Unique to Open-End Mutual Funds, May 18
    4. MFDF webinar - Mutual Fund Director Compensation: The MPI Annual Survey (2022), May 19
    5. 2022 ICI Leadership Summit, May 25-26
    6. ALFI Roadshow to New York, May 25
    7. 2022 IDC Fund Directors Workshop, May 26
    8. Irish Funds Annual Global Funds Conference 2022, May 30-31
    9. WealthManagement Edge, May 31 - June 3
    10. MFDF 2022 Fund Governance and Regulatory Insights Conference, Jun 8-9
    11. 28th annual Expect Miracles East Coast Classic, June 9
    12. 2022 Sohn Investment Conference, June 9
    13. IDC webinar - Cybersecurity for Fund Boards: The Current Landscape, June 9
    14. MMI webinar - Driving Business Value with Artificial Intelligence & Data, June 15
    15. MFDF webinar - Key Takeaways From Morningstar's 2021 Annual Fund Fee Study, June 16
    16. MFDF Director Discussion Series - Open Forum (Chicago), June 21
    17. 2022 MMI Emerging Asset Managers Forum, June 23
    18. MFDF In Focus: Capitol Hill, A Conversation with Congressman Bryan Steil, June 28
    19. Financial Planning INVEST, Jun 28-29
    20. MFDF webinar - Differentiating Mutual-Fund-to-ETF Conversions, July 19
    21. MFDF Director Discussion Series - Open Forum (New York), July 20
    22. 2022 MMI Distribution Leadership Forum, Jul 20-21
    23. MFDF webinar - Fund Boards' Oversight of Investment Performance, July 28
    24. MFDF webinar - Performance, Perception and Manager Selection, September 14
    25. 2022 ICI Tax and Accounting Conference, Sep 18-21
    26. 5th annual Expect Miracles Atlantic Coast Classic, October 3

    ©All rights reserved to InvestmentWires, Inc. 1997-2022
    14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
    Privacy Policy :: Terms of Use