The Equity Growth Fund Quote

BGGSX Fund  USD 30.27  0.00  0.00%   

Performance

OK

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Us Equity is trading at 30.27 as of the 20th of February 2025; that is No Change since the beginning of the trading day. The fund's open price was 30.27. Us Equity has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 21st of January 2025 and ending today, the 20th of February 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in common stocks and other equity securities of companies whose principal activities are in the U.S. It invests in equity securities either directly or indirectly, such as through depositary receipts, and may invest in preferred stocks, convertible securities and warrants. More on The Equity Growth

Moving together with BGGSX Mutual Fund

  0.83BSGPX Eafe PurePairCorr
  0.88BSGLX Long TermPairCorr
  0.81BTLSX Baillie Gifford IntePairCorr
  0.81BTLKX Baillie Gifford IntePairCorr

BGGSX Mutual Fund Highlights

Fund ConcentrationBaillie Gifford Funds, Large Growth Funds, Large Growth, Baillie Gifford Funds (View all Sectors)
Update Date31st of December 2024
The Equity Growth [BGGSX] is traded in USA and was established 20th of February 2025. Us Equity is listed under Baillie Gifford Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Baillie Gifford Funds family. This fund currently has accumulated 3.66 M in assets under management (AUM) with no minimum investment requirementsEquity Growth is currently producing year-to-date (YTD) return of 15.05%, while the total return for the last 3 years was 8.54%.
Check Us Equity Probability Of Bankruptcy

Instrument Allocation

Stocks100%100%

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on BGGSX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding BGGSX Mutual Fund, and the less return is expected.
Technology31.53%Healthcare22.42%Consumer Cyclical20.16%Communicat...11.46%F...RealestateIndustrialsC...100%
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as The Equity Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top The Equity Growth Mutual Fund Constituents

MKTXMarketAxess HoldingsStockFinancials
ZMZoom Video CommunicationsStockInformation Technology
WSOWatsco IncStockIndustrials
WWayfairStockConsumer Discretionary
TWLOTwilio IncStockInformation Technology
TTDTrade DeskStockInformation Technology
TSLATesla IncStockConsumer Discretionary
ROKURoku IncStockCommunication Services
More Details

Equity Growth Risk Profiles

Us Equity Against Markets

Other Information on Investing in BGGSX Mutual Fund

Us Equity financial ratios help investors to determine whether BGGSX Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in BGGSX with respect to the benefits of owning Us Equity security.
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