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    BGGKX U.S.: Nasdaq

    Baillie Gifford US Equity Growth Fund;K

    BGGKXUSBack To Top
    Last Updated: Jun 18, 2021 12:00 a.m. EDT

    $ 43.48

    0.09 0.21%
    Previous Close
    $43.39
    Advanced Charting
    • $
    • %
    • Vol
    25.66 52 Week Range 48.30

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    Overview

    BGGKX Overview

    Lipper Leader

    YTD Lipper Ranking:Quintile 2 (32nd percentile)
    • 5 Total Returns
    • 5 Consistent Return
    • 1 Preservation
    • 5 Tax Efficiency
    • 4 Expense

    Lipper Leaders Key

    • Highest
    • 5
    • 4
    • 3
    • 2
    • 1
    • Lowest

    Fund Details

    Category Multi-Cap Growth
    Portfolio Style Growth
    Fund Status Open
    Fund Inception April 28, 2017
    Manager
    Team Managed

    Investment Policy

    The Fund seeks capital appreciation. The Fund invests at least 80% of its net assets in common stocks and other equity securities of companies whose principal activities are in the U.S. It invests in issuers with a market capitalization of more than $1.5 billion and may participate in initial public offerings.

    Fees & Expenses

    Front load N/A
    Deferred load N/A
    Max. redemption fee N/A
    Total expense ratio 0.65%
    12 b-1 N/A
    Turnover 33%

    Risk Measures

    Alpha 0.96
    Beta 1.26
    Standard deviation 8.69
    R. squared 0.63

    Min. Investment

    Standard (taxable) $10,000,000
    IRA N/A

    Lipper Ranking & Performance

    Fund Return Category1 Index (S&P 500) % rank in category Quintile rank
    YTD 9.08% 7.23% 11.71% 32% 2
    1yr 73.38% 39.46% 35.87% 2% 1
    3yr2 38.02% 20.59% 16.67% 2% 1
    5yr2 N/A 21.56% 17.22% N/A N/A
    10yr2 N/A 16.00% 14.92% N/A N/A
    • 1Multi-Cap Growth Funds
    • 23, 5 and 10 Year Returns are Annualized

    Recent News

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    Top 10 Holdings

    Company Symbol Total Net Assets
    Tesla Inc. TSLA 10.48%
    Amazon.com Inc. AMZN 7.90%
    Shopify Inc. Cl A SHOP 7.72%
    Trade Desk Inc. Cl A TTD 5.33%
    Wayfair Inc. Cl A W 4.05%
    Roku Inc. Cl A ROKU 3.95%
    Netflix Inc. NFLX 3.46%
    Appian Corp. Cl A APPN 2.79%
    Chegg Inc. CHGG 2.65%
    Alphabet Inc. Cl C GOOG 2.58%
    View More Holdings As of 12/31/2020

    Distributions

    Income dividend N/A
    Dividend frequency Annually
    Capital Gain (2020) $1.31
    Capital Gain (YTD) N/A

    Distribution History

    Date Income Distribution Capital Gains Distribution
    YTD - -
    2020 - $1.31
    2019 - $0.25
    2018 - $0.29
    2017 - $0.05

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