Us Equity is trading at 26.68 as of the 22nd of November 2024; that is 0.53 percent up since the beginning of the trading day. The fund's open price was 26.54. Us Equity has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for The Equity Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in common stocks and other equity securities of companies whose principal activities are in the U.S. It invests in equity securities either directly or indirectly, such as through depositary receipts, and may invest in preferred stocks, convertible securities and warrants. More on The Equity Growth
The Equity Growth [BGGKX] is traded in USA and was established 22nd of November 2024. Us Equity is listed under Baillie Gifford Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Baillie Gifford Funds family. The entity is thematically classified as Large Growth Funds. This fund currently has accumulated 3.66 M in assets under management (AUM) with minimum initial investment of 10 M. Equity Growth is currently producing year-to-date (YTD) return of 26.02%, while the total return for the last 3 years was -11.2%.
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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 BGGKX 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 BGGKX 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 Equity Growth 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.
Other Information on Investing in BGGKX Mutual Fund
Us Equity financial ratios help investors to determine whether BGGKX 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 BGGKX with respect to the benefits of owning Us Equity security.
Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance