BGATX Mutual Fund
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 Information Technology, Communication Services, Consumer Discretionary. Inception date: 2014-12-31.
BGATX performance shows a YTD return of 2.75%. The 1-year return is 7.29% and the 5-year return is 2.01%. BGATX dividend yield stands at 41.06%, paid annually.
BGATX top holdings include Tsmc (5.8%), Nvidia Corp. (5.7%), Alphabet Inc. C (4.0%), Amazon.Com Inc (3.4%), Microsoft Corp (2.9%). Go to all BGATX holdings, BGATX sectors, or BGATX dividends.
BGATX can be compared against other funds. Use BGATX overlap to find shared positions, or BGATX vs another fund for a side-by-side view. BGATX alternatives are available via the screener, along with tax-loss harvesting opportunities.