BGASX : Baillie Gifford Global Alpha Equities Fund Class I

BGASX is a Allocation Market Total World with LOW fees.

BGASX

Baillie Gifford Global Alpha Equities Fund Class I

FI Score

61 /100

Expense Ratio Rating

8 /10

Expense Rating

3 /10

Market Score

7 /10

Category Score

5 /10

Market Size

7 /10

61% FI Score
  • bgasx
  • Mutual Fund
  • Allocation
  • Total World

Baillie Gifford Global Alpha Equities Fund Class I

Expenses: 0.67% (Better than 1% of similar funds)

This is an OK choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks capital appreciation. 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 in companies whose principal activities are in the U.S., Canada, Latin America, Europe, Australasia, Africa, the Middle East and/or the Far East.

Largest Holdings

Amount Holding
4.00% Amazon.com Inc
3.18% Alibaba Group Holding Ltd ADR
3.07% Naspers Ltd Class N
2.88% Moody's Corporation
2.84% Alphabet Inc Class C
2.49% Microsoft Corp
2.44% Mastercard Inc A
2.41% Prudential PLC
2.25% Anthem Inc
2.23% AIA Group Ltd
1.91% Pernod Ricard SA
1.82% Olympus Corp
1.79% SAP SE
1.74% Ping An Insurance (Group) Co. of China Ltd Class H
1.58% ResMed Inc
1.51% Facebook Inc A
1.48% Thermo Fisher Scientific Inc
1.45% Taiwan Semiconductor Manufacturing Co Ltd ADR
1.37% Arthur J. Gallagher & Co
1.27% Sysmex Corp
1.27% Teladoc Health Inc
1.25% MS&AD Insurance Group Holdings Inc
1.25% CRH PLC
1.23% Shopify Inc A
1.21% Martin Marietta Materials Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo