About BGGSX
Baillie Gifford U.S. Equity Growth Fund Institutional Class is a mutual fund designed to deliver long-term capital appreciation by investing in a concentrated portfolio of U.S.-based growth companies. Managed by Baillie Gifford, the fund seeks to identify exceptional American businesses with significant growth potential and to hold these investments long enough for their business models and unique cultures to drive substantial value creation. The fund typically maintains a high active share and a focused roster of 30–50 holdings, emphasizing leading names in technology, consumer cyclicals, communication services, and healthcare, such as NVIDIA, Amazon.com, The Trade Desk, Meta Platforms, and Moderna. Its approach favors a long-term investment horizon and a selective process over broad diversification, aiming for outsized returns from top-performing companies. Targeted at institutional investors, the fund is recognized for its relatively low expense ratio and minimal fossil fuel exposure, appealing to those seeking growth-oriented U.S. equity exposure with an active, high-conviction strategy.
Fund Family Baillie Gifford Funds
Category Large Growth
Performance Rating Low
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol BGGSX
Share Class Institutional Class
Index Russell 1000 Growth TR
BGGSX had a total return of -1.90% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.53%.
