Baillie Gifford Discovery Fund Quote
| BGUIX Fund | USD 6.10 0.01 0.16% |
Performance12 of 100
| Odds Of DistressLess than 18
|
Baillie Gifford is trading at 6.10 as of the 29th of November 2024; that is 0.16 percent up since the beginning of the trading day. The fund's open price was 6.09. Baillie Gifford has less than a 18 % 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 Baillie Gifford Discovery are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of October 2024 and ending today, the 29th of November 2024. Click here to learn more.
The fund seeks to meet its objective by investing in a portfolio of common stocks and other equity securities of smaller, publicly traded U.S. companies that are perceived to be innovative and entrepreneurial, such as by disrupting existing markets or creating entirely new ones, and that have strong growth potential. More on Baillie Gifford Discovery
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Baillie Mutual Fund Highlights
| Fund Concentration | Baillie Gifford Funds, Large Funds, Small Growth Funds, Small Growth, Baillie Gifford Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
Baillie Gifford Discovery [BGUIX] is traded in USA and was established 29th of November 2024. Baillie Gifford is listed under Baillie Gifford Funds category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Baillie Gifford Funds family. Baillie Gifford Discovery currently has accumulated 2.27 M in assets under management (AUM) with no minimum investment requirements
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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 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 Discovery 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 Discovery Mutual Fund Constituents
| AXON | Axon Enterprise | Stock | Industrials | |
| BL | Blackline | Stock | Information Technology | |
| CYBR | CyberArk Software | Stock | Information Technology | |
| EVBG | Everbridge | Stock | Information Technology | |
| SPT | Sprout Social | Stock | Information Technology | |
| STAA | STAAR Surgical | Stock | Health Care | |
| SWAV | Shockwave Medical | Stock | Health Care | |
| UPWK | Upwork Inc | Stock | Industrials |
Baillie Gifford Discovery Risk Profiles
| Mean Deviation | 1.13 | |||
| Semi Deviation | 1.23 | |||
| Standard Deviation | 1.45 | |||
| Variance | 2.09 |
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.
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories |