About BKGCX
The Baillie Gifford EAFE Plus All Cap Fund Class K is a diversified mutual fund that seeks capital appreciation by investing primarily in international equities. The fund targets a portfolio of 60 to 90 growth-oriented stocks across developed markets outside North America, with the flexibility to include up to 15% in emerging market companies. Employing a bottom-up stock selection process, its management team focuses on companies with strong long-term growth potential, industry leadership, and sound financials. The strategy emphasizes holding investments for extended periods, typically at least five years, resulting in relatively low portfolio turnover. The fund’s sector and regional allocations may differ significantly from its benchmark, the MSCI EAFE Index, reflecting an active investment approach. As of May 2025, the fund manages approximately $249 million in assets and maintains a high active share, indicating substantial differentiation from the benchmark. Its holdings span diverse industries such as technology, industrials, financial services, and consumer sectors, offering broad exposure to global economic trends while aiming to outperform traditional international equity indices over time.
Fund Family Baillie Gifford Funds
Category Foreign Large Growth
Performance Rating Low
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol BKGCX
Share Class Class K
Index MSCI EAFE TR USD
BKGCX had a total return of 19.25% in the past year, including dividends. Since the fund's
inception, the average annual return has been 43.65%.
