Nasdaq - Delayed Quote USD
Baillie Gifford Global Stewardship Equities Fund (BGSKX)
10.83
0.00
(0.00%)
At close: January 8 at 8:00:06 PM EST
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Mid Atlantic Capital Corp
- (Junk)CommonWealth PPS
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- Mid Atlantic Capital Group
- Securities America Advisors
- Securities America Inc.
- Schwab Existing Shareholders Only
- Pershing Retirement Plan Network
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
Fund Summary
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.
Fund Overview
| Category | World Large-Stock Growth |
| Fund Family | Baillie Gifford Funds |
| Net Assets | 3.93M |
| YTD Return | 8.93% |
| Yield | 0.07% |
| Morningstar Rating | |
| Inception Date | Dec 14, 2017 |
Performance & Risk
| YTD Return | 8.93% |
| 5y Average Return | 4.26% |
| Rank in Category (ytd) | 55 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.39 |
| Morningstar Risk Rating |
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