Defensive Market Strategies Fund Quote
| GDMZX Fund | USD 11.75 0.01 0.09% |
Performance3 of 100
| Odds Of DistressLess than 21
|
Defensive Market is trading at 11.75 as of the 24th of April 2024; that is -0.09 percent decrease since the beginning of the trading day. The fund's open price was 11.76. Defensive Market has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Defensive Market Strategies are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of March 2024 and ending today, the 24th of April 2024. Click here to learn more.
To pursue its investment objective, the fund utilizes principal investment strategies, managed by the funds Sub-Advisers under the ultimate supervision of the Adviser. It allocates 20-80 percent of its assets in Long Only Equity, 0-50 percent in Convertible Bond and 0-35 percent in Long-Short Equity, 0-70 percent in Options Equity.. More on Defensive Market Strategies
Moving together with Defensive Mutual Fund
| 0.99 | GCOZX | Growth Allocation | PairCorr |
| 1.0 | GDMYX | Defensive Market Str | PairCorr |
| 0.93 | GVEYX | Value Equity Institu | PairCorr |
| 0.93 | GVEZX | Value Equity Investor | PairCorr |
| 0.87 | GVIYX | Guidestone Value Equity | PairCorr |
| 0.88 | GVIZX | Guidestone Value Equity | PairCorr |
Defensive Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Defensive Market's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Defensive Market or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | GuideStone Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, GuideStone Funds, Large Blend, Allocation--50% to 70% Equity (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Defensive Market Strategies [GDMZX] is traded in USA and was established 24th of April 2024. Defensive Market is listed under GuideStone Funds category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of GuideStone Funds family. This fund currently has accumulated 1.36 B in assets under management (AUM) with minimum initial investment of 1 K. Defensive Market Str is currently producing year-to-date (YTD) return of 1.21% with the current yeild of 0.02%, while the total return for the last 3 years was 2.02%.
Check Defensive Market Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Defensive Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Defensive Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Defensive Market Strategies Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Defensive Market Strategies Mutual Fund Constituents
| PG | Procter Gamble | Stock | Consumer Staples |
| PNC | PNC Financial Services | Stock | Financials |
| IWD | iShares Russell 1000 | Etf | Large Value |
| JNJ | Johnson Johnson | Stock | Health Care |
| MDT | Medtronic PLC | Stock | Health Care |
| MSFT | Microsoft | Stock | Information Technology |
| TXN | Texas Instruments Incorporated | Stock | Information Technology |
Defensive Market Target Price Odds Analysis
Based on a normal probability distribution, the odds of Defensive Market jumping above the current price in 90 days from now is about 62.08%. The Defensive Market Strategies probability density function shows the probability of Defensive Market mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Defensive Market has a beta of 0.5486. This usually indicates as returns on the market go up, Defensive Market average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Defensive Market Strategies will be expected to be much smaller as well. Additionally, defensive Market Strategies has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Defensive Market to move above the current price in 90 days from now is about 62.08 (This Defensive Market Strategies probability density function shows the probability of Defensive Mutual Fund to fall within a particular range of prices over 90 days) .
Defensive Market Str Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Defensive Market market risk premium is the additional return an investor will receive from holding Defensive Market long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Defensive Market. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Defensive Market's alpha and beta are two of the key measurements used to evaluate Defensive Market's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.3182 | |||
| Semi Deviation | 0.4303 | |||
| Standard Deviation | 0.4347 | |||
| Variance | 0.189 |
Defensive Market Against Markets
Picking the right benchmark for Defensive Market mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Defensive Market mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Defensive Market is critical whether you are bullish or bearish towards Defensive Market Strategies at a given time. Please also check how Defensive Market's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Defensive Market without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Analyst AdviceAnalyst recommendations and target price estimates broken down by several categories |
| All Next | Launch Module |
How to buy Defensive Mutual Fund?
Before investing in Defensive Market, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Defensive Market. To buy Defensive Market fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Defensive Market. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Defensive Market fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Defensive Market Strategies fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Defensive Market Strategies fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Defensive Market Strategies, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Defensive Market Strategies?
The danger of trading Defensive Market Strategies is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Defensive Market is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Defensive Market. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Defensive Market Str is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Defensive Market Strategies. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Defensive Market Str information on this page should be used as a complementary analysis to other Defensive Market's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.