About BGGKX
Baillie Gifford US Equity Growth Fund Class K is an actively managed mutual fund focused on delivering long-term capital appreciation by investing predominantly in U.S. large-cap growth equities. The fund targets innovative companies with strong growth potential across diverse sectors, notably technology, communication services, consumer discretionary, and healthcare. Its portfolio is concentrated, with over half of its assets typically allocated to its top ten holdings, which have recently included leading names such as NVIDIA, Amazon.com, The Trade Desk, Meta Platforms, Netflix, and Shopify. This high-conviction approach seeks to capitalize on transformational trends shaping the U.S. economy.
The fund is managed for institutional investors, reflected in a substantial minimum initial investment and a net expense ratio that is competitive within its peer group. It is categorized in the large growth segment and is distinguished by its higher earnings growth rate and valuation metrics relative to broad market indices. Baillie Gifford US Equity Growth Fund Class K plays a significant role for investors seeking targeted exposure to dynamic, high-growth U.S. companies, and it is managed by Baillie Gifford, a global investment firm known for its emphasis on fundamental, long-term research.
Fund Family Baillie Gifford Funds
Category Multi-Cap Growth
Performance Rating Low
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol BGGKX
Share Class Class K
Index Russell 1000 Growth TR
BGGKX had a total return of -6.11% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.48%.
