BGATX Mutual Fund
BGATX Mutual Fund
Baillie Gifford Global Alpha Equities Fund Class 2
BGATX Mutual Fund Overview
BGATX Mutual Fund (Baillie Gifford Global Alpha Equities Fund Class 2) is managed by Baillie Gifford Funds with $50.2M in net assets. BGATX expense ratio is 0.65%, holding 90 positions across sectors including Unknown, Financials, Information Technology. Inception date: 2014-12-31.
BGATX performance shows a YTD return of 2.53%. The 1-year return is 8.01% and the 5-year return is 1.90%. BGATX dividend yield stands at 41.15%, paid annually.
BGATX top holdings include TAIWAN SEMICONDUCTOR (5.8%), Nuvalent Inc-A (5.7%), Alphabet Inc series C (4.0%), Amazon.Com Inc (3.4%), Tencent Holdings Ltd Ordinary Shares (2.3%). View all BGATX holdings, sector breakdown, or dividend history.
BGATX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BGATX alternatives are available via the screener, along with tax-loss harvesting opportunities.