Baillie Gifford US Equity Growth I 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.
Baillie Gifford The U.S. Equity Growth Fund Class I BGGSX
- NAV / 1-Day Return 26.34 / −0.27 %
- Total Assets 8.5M
-
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 0
- Status Open
- TTM Yield 0.00
- Turnover 18%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:46 AM GMT+0
Morningstar’s Analysis BGGSX
Will BGGSX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 52.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Amazon.com Inc | 8.21 | 1M | Consumer Cyclical |
NVIDIA Corp | 7.56 | 1M | Technology |
Meta Platforms Inc Class A | 6.83 | 1M | Communication Services |
Netflix Inc | 5.84 | 888,714 | Communication Services |
Cloudflare Inc | 5.80 | 881,691 | Technology |
Shopify Inc Registered Shs -A- Subord Vtg | 4.77 | 725,599 | Technology |
DoorDash Inc Ordinary Shares - Class A | 4.15 | 631,231 | Consumer Cyclical |
Guardant Health Inc | 3.03 | 460,187 | Healthcare |
Tesla Inc | 2.95 | 448,702 | Consumer Cyclical |
Ensign Group Inc | 2.81 | 426,777 | Healthcare |
United States