BGEFX – Baillie Gifford International Growth 4 Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. The fund invests in a diversified, international portfolio of common stocks and other equity securities of issuers located in countries of developed and emerging markets. It invests predominantly in securities issued by companies located in countries outside the U.S., including a range of developed and emerging market countries. The fund may, however, invest up to 10% of its net assets in common stocks and other equities of companies located in the U.S.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BGETX	Baillie Gifford International Growth Fund Class 2	Institutional	Limited			Mar 6, 2008	$339.86M	0.570%	Low	$25M	−$161.36M
BGEUX	Baillie Gifford International Growth Fund Class 3	Institutional	Limited			Apr 19, 2010	$218.95M	0.500%	Low	$100M	−$111.57M
BGEVX	Baillie Gifford International Growth Fund Class 5	Institutional	Limited			Jul 19, 2012	$1.32B	0.420%	Low	$500M	−$194.52M
BGEFX	Baillie Gifford International Growth Fund Class 4	Institutional	Limited			Dec 31, 2014	$647.57M	0.470%	Low	$200M	−$76.35M
BGEKX	Baillie Gifford International Growth Fund Class K	Institutional	Open			Apr 28, 2017	$62.20M	0.570%	Low	$10M	−$5.13M
BGESX	Baillie Gifford International Growth Fund Class I	Institutional	Open			Apr 28, 2017	$290.55M	0.650%	Below Average	$0	−$42.44M

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