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Baillie Gifford US Discovery Instl BGUIX

Quantitative rating as of
  • NAV / 1-Day Return 5.36  /  1.90 %
  • Total Assets 3.2 Mil
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 0.820%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 6%

Morningstar’s Analysis BGUIX

Will BGUIX outperform in future?

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

Summary

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Baillie Gifford US Discovery Instl's recent fee cut isn't sufficient to overcome its decreased Process Pillar rating, resulting in a downgrade to this strategy's Morningstar Quantitative Rating to Neutral from Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

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