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Baillie Gifford US Equity Growth I BGGSX

Medalist Rating as of | See Baillie Gifford Investment Hub
  • NAV / 1-Day Return 21.40  /  +0.85 %
  • Total Assets 40.6 Mil
  • Adj. Expense Ratio
    0.760%
  • Expense Ratio 0.760%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 14%

USD | NAV as of Feb 29, 2024 | 1-Day Return as of Feb 29, 2024, 11:15 PM GMT+0

Morningstar’s Analysis BGGSX

Will BGGSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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 strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings BGGSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 55.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Shopify Inc Registered Shs -A- Subord Vtg

8.89 3.9 Mil
Technology

The Trade Desk Inc Class A

7.58 3.3 Mil
Technology

NVIDIA Corp

7.55 3.3 Mil
Technology

Amazon.com Inc

7.51 3.3 Mil
Consumer Cyclical

Tesla Inc

5.50 2.4 Mil
Consumer Cyclical

Netflix Inc

4.16 1.8 Mil
Communication Services

Duolingo Inc

3.81 1.7 Mil
Technology

DoorDash Inc Ordinary Shares - Class A

3.68 1.6 Mil
Communication Services

CoStar Group Inc

3.57 1.6 Mil
Real Estate

Workday Inc Class A

3.54 1.5 Mil
Technology