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.
- NAV / 1-Day Return 5.36 / 1.90 %
- Total Assets 3.2 Mil
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Adj. Expense Ratio
- 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.