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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 21.61  /  +0.66 %
  • Total Assets 23.0 Mil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • 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 Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:12 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 portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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 57.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Amazon.com Inc

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Consumer Cyclical

The Trade Desk Inc Class A

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Technology

Meta Platforms Inc Class A

5.68 1.4 Mil
Communication Services

Netflix Inc

5.15 1.3 Mil
Communication Services

Shopify Inc Registered Shs -A- Subord Vtg

5.10 1.2 Mil
Technology

Moderna Inc

4.01 979,688
Healthcare

Tesla Inc

3.95 963,676
Consumer Cyclical

DoorDash Inc Ordinary Shares - Class A

3.67 896,891
Communication Services

Cloudflare Inc

3.52 859,444
Technology