Baillie Gifford The Fund Quote
| BGLTX Fund | USD 33.09 0.69 2.13% |
PerformanceVery Weak
| Odds Of DistressLow
|
Baillie Gifford is trading at 33.09 as of the 20th of March 2025; that is 2.13% up since the beginning of the trading day. The fund's open price was 32.4. Baillie Gifford has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets in equity securities. While the portfolio managers are not constrained by geographic limitations, it ordinarily invests in securities of issuers located in at least six different countries. In addition, under normal circumstances, the fund will invest at least 40 percent of its total assets in securities of companies located outside the U.S. More on Baillie Gifford The
Moving together with Baillie Mutual Fund
Baillie Mutual Fund Highlights
| Fund Concentration | Baillie Gifford Funds, Large Growth Funds, World Large-Stock Growth Funds, World Large-Stock Growth, Baillie Gifford Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
Baillie Gifford The [BGLTX] is traded in USA and was established 20th of March 2025. Baillie Gifford is listed under Baillie Gifford Funds category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of Baillie Gifford Funds family. This fund currently has accumulated 156.55 M in assets under management (AUM) with no minimum investment requirementsBaillie Gifford is currently producing year-to-date (YTD) return of 4.89%, while the total return for the last 3 years was 11.82%.
Check Baillie Gifford Probability Of Bankruptcy
Instrument Allocation
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 Baillie 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 Baillie Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Baillie Gifford The 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 Baillie Gifford The Mutual Fund Constituents
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| ASML | ASML Holding NV | Stock | Information Technology | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| ILMN | Illumina | Stock | Health Care | |
| MRNA | Moderna | Stock | Health Care | |
| NFLX | Netflix | Etf | Communication Services | |
| NVDA | NVIDIA | Stock | Information Technology | |
| PDD | PDD Holdings | Stock | Consumer Discretionary |
Baillie Gifford Risk Profiles
| Mean Deviation | 1.29 | |||
| Standard Deviation | 1.68 | |||
| Variance | 2.81 | |||
| Risk Adjusted Performance | (0.04) |
Baillie Gifford Against Markets
Other Information on Investing in Baillie Mutual Fund
Baillie Gifford financial ratios help investors to determine whether Baillie 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 Baillie with respect to the benefits of owning Baillie Gifford security.
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