Baillie Gifford Eafe Fund Quote
| BGPFX Fund | USD 12.51 0.07 0.56% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Baillie Gifford is trading at 12.51 as of the 17th of January 2025; that is 0.56% up since the beginning of the trading day. The fund's open price was 12.44. Baillie Gifford has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 18th of December 2024 and ending today, the 17th of January 2025. Click here to learn more.
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 developed markets in Europe, Australasia andor the Far East. 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 Baillie Gifford Eafe
Moving together with Baillie Mutual Fund
| 0.9 | BSGPX | Eafe Pure | PairCorr |
| 0.79 | BTLSX | Baillie Gifford Inte | PairCorr |
| 0.78 | BTLKX | Baillie Gifford Inte | PairCorr |
Moving against Baillie Mutual Fund
Baillie Mutual Fund Highlights
| Fund Concentration | Baillie Gifford Funds, Large Growth Funds, Foreign Large Growth Funds, Foreign Large Growth, Baillie Gifford Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
Baillie Gifford Eafe [BGPFX] is traded in USA and was established 17th of January 2025. Baillie Gifford is listed under Baillie Gifford Funds category by Fama And French industry classification. The fund is listed under Foreign Large Growth category and is part of Baillie Gifford Funds family. This fund currently has accumulated 455.04 M in assets under management (AUM) with no minimum investment requirementsBaillie Gifford Eafe is currently producing year-to-date (YTD) return of 2.64% with the current yeild of 0.03%, while the total return for the last 3 years was -7.98%.
Check Baillie Gifford 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 Baillie 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 Baillie 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 Baillie Gifford Eafe 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 Baillie Gifford Eafe Mutual Fund Constituents
| ASML | ASML Holding NV | Stock | Information Technology | |
| CFR | CullenFrost Bankers | Stock | Financials | |
| MTD | Mettler Toledo International | Stock | Health Care | |
| SCHP | Schwab TIPS ETF | Etf | Inflation-Protected Bond | |
| SPOT | Spotify Technology SA | Stock | Communication Services |
Baillie Gifford Eafe Risk Profiles
| Mean Deviation | 0.7645 | |||
| Standard Deviation | 1.08 | |||
| Variance | 1.16 | |||
| Risk Adjusted Performance | (0.08) |
Baillie Gifford Against Markets
Other Information on Investing in Baillie Mutual Fund
Baillie Gifford financial ratios help investors to determine whether Baillie 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 Baillie with respect to the benefits of owning Baillie Gifford security.
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets |