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Morningstar

Baillie Gifford US Equity Growth I BGGSX

Morningstar Analyst Rating
Quantitative rating as of | See Baillie Gifford Investment Hub
  • NAV / 1-Day Return 16.86  /  1.29 %
  • Total Assets 44.5 Mil
  • Adj. Expense Ratio
    0.770%
  • Expense Ratio 0.750%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 70%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 1:18 AM GMT+00:00

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.

Summary

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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 Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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