BGEVX – Fund Analysis – Baillie Gifford International Growth 5 | Morningstar

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Will BGEVX outperform in future?

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Process Pillar

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

The People Pillar is our evaluation of the BGEVX 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 BGEVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Baillie Gifford International Growth 5's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research

Rated on Mar 31, 2024 Published on Mar 31, 2024

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