Morningstar

Baillie Gifford The U.S. Equity Growth Fund Class K BGGKX

Morningstar Medalist Rating
Medalist Rating as of | See Baillie Gifford Investment Hub
  • NAV / 1-Day Return 28.65  /  −0.97 %
  • Total Assets 8.9M
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.650%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 10M
  • Status Open
  • TTM Yield 0.00
  • Turnover 18%

USD | NAV as of Jul 14, 2026 | 1-Day Return as of Jul 14, 2026, 12:51 AM GMT+0

Morningstar’s Analysis BGGKX

Will BGGKX outperform in the 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 BGGKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Baillie Gifford US Equity Growth K holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings BGGKX

More BGGKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 52.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Guardant Health Inc

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Healthcare

Tesla Inc

2.95 448,702
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Ensign Group Inc

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Healthcare

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