The Long Term Fund Quote

BSGLX Fund  USD 34.43  0.21  0.61%   

Performance

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Odds Of Distress

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Low
Long Term is trading at 34.43 as of the 1st of March 2025; that is 0.61 percent decrease since the beginning of the trading day. The fund's open price was 34.64. Long Term has about a 22 % 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 30th of January 2025 and ending today, the 1st 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 The Long Term

Moving together with Long Mutual Fund

  0.9BSGPX Eafe PurePairCorr
  0.87BTLSX Baillie Gifford IntePairCorr
  0.86BTLKX Baillie Gifford IntePairCorr

Long Mutual Fund Highlights

Fund ConcentrationBaillie Gifford Funds, Large Growth Funds, World Large-Stock Growth Funds, World Large-Stock Growth, Baillie Gifford Funds (View all Sectors)
Update Date31st of December 2024
Fiscal Year EndDecember
The Long Term [BSGLX] is traded in USA and was established 1st of March 2025. Long Term 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 145.12 M in assets under management (AUM) with no minimum investment requirementsLong Term is currently producing year-to-date (YTD) return of 9.26%, while the total return for the last 3 years was 9.06%.
Check Long Term 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 Long 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 Long 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 The Long Term 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 Long Term Mutual Fund Constituents

ISRGIntuitive SurgicalStockHealth Care
AMZNAmazon IncStockConsumer Discretionary
ASMLASML Holding NVStockInformation Technology
BABAAlibaba Group HoldingStockConsumer Discretionary
ILMNIlluminaStockHealth Care
NFLXNetflixStockCommunication Services
NVDANVIDIAStockInformation Technology
PDDPDD HoldingsStockConsumer Discretionary
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Long Term Risk Profiles

Long Term Against Markets

Other Information on Investing in Long Mutual Fund

Long Term financial ratios help investors to determine whether Long 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 Long with respect to the benefits of owning Long Term security.
Efficient Frontier
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Fundamental Analysis
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Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets