BGUIX U.S.: Nasdaq

    Baillie Gifford US Discovery Fund;Inst

    BGUIXUSBack To Top
    Last Updated: Jun 14, 2021 12:00 a.m. EDT

    $ 10.67

    0.07 0.66%
    Previous Close
    Advanced Charting
    • $
    • %
    • Vol
    9.04 52 Week Range 10.67

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    BGUIX Overview

    Lipper Leader

    YTD Lipper Ranking:Quintile N/A (N/A percentile)
    • N/A Total Returns
    • N/A Consistent Return
    • N/A Preservation
    • N/A Tax Efficiency
    • N/A Expense

    Lipper Leaders Key

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

    Fund Details

    Category Large-Cap Growth
    Portfolio Style Growth
    Fund Status Open
    Fund Inception May 5, 2021

    Investment Policy

    The Fund seeks capital appreciation. Under normal market conditions, he Fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in securities of issuers located in the United States. It will invest its assets in securities of companies with a capitalizations of $30 billion or less.

    Fees & Expenses

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

    Risk Measures

    Alpha N/A
    Beta N/A
    Standard deviation N/A
    R. squared N/A

    Min. Investment

    Standard (taxable) N/A
    IRA N/A

    Lipper Ranking & Performance

    Fund Return Category1 Index (S&P 500) % rank in category Quintile rank
    YTD N/A 9.52% 14.07% N/A N/A
    1yr N/A 41.77% 42.13% N/A N/A
    3yr2 N/A 20.80% 17.37% N/A N/A
    5yr2 N/A 21.70% 17.69% N/A N/A
    10yr2 N/A 16.48% 15.02% N/A N/A
    • 1Large-Cap Growth Funds
    • 23, 5 and 10 Year Returns are Annualized

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    Top Holdings

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

    Fund Comparison


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