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Morningstar

Baillie Gifford US Discovery Instl BGUIX

Morningstar Analyst Rating
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%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:00 PM GMT+00:00

Morningstar’s Analysis BGUIX

Will BGUIX 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 BGUIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the BGUIX 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 BGUIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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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