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Baillie Gifford Global Stewardship Equities Fund (BGSKX)

10.83
0.00
(0.00%)
As of January 8 at 8:00:06 PM EST. Market Open.
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  • Previous Close 10.83
  • YTD Return 8.93%
  • Expense Ratio 0.65%
  • Category World Large-Stock Growth
  • Last Cap Gain -10.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 3.93M
  • Beta (5Y Monthly) 1.39
  • Yield 0.07%
  • 5y Average Return --
  • Holdings Turnover 12.00%
  • Last Dividend 0.01
  • Inception Date Dec 14, 2017

Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities. It invests predominantly in a diversified portfolio of securities issued by companies located in countries represented in the MSCI ACWI Index, cash and cash equivalents. The fund invests at least 40% of its total assets in securities of companies located outside the U.S. when market conditions are favorable, but, when market conditions are not favorable, invests at least 30% of its total assets in companies located outside the U.S.

Baillie Gifford Funds

Fund Family

World Large-Stock Growth

Fund Category

3.93M

Net Assets

2017-12-14

Inception Date

Performance Overview: BGSKX

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Trailing returns as of 3/30/2023. Category is World Large-Stock Growth.

YTD Return

BGSKX
8.93%
Category
9.95%
 

1-Year Return

BGSKX
24.17%
Category
40.81%
 

3-Year Return

BGSKX
8.34%
Category
19.17%
 

5-Year Return

BGSKX
4.26%
Category
18.49%
 

Holdings: BGSKX

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Sector Weightings

SectorBGSKX
Industrials   22.07%
Technology   17.18%
Healthcare   15.75%
Real Estate   0.21%
Utilities   0.00%
Energy   0.00%

Recent News: BGSKX

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Research Reports: BGSKX

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