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Morningstar

Baillie Gifford US Equity Growth I BGGSX

Morningstar Medalist Rating
Medalist Rating as of | See Baillie Gifford Investment Hub
  • NAV / 1-Day Return 20.49  /  −0.82 %
  • Total Assets 35.5 Mil
  • Adj. Expense Ratio
    0.760%
  • Expense Ratio 0.760%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 22%

USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 12:09 AM GMT+0

Morningstar’s Analysis BGGSX

Will BGGSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BGGSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BGGSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BGGSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Baillie Gifford US Equity Growth I to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BGGSX

More BGGSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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