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, Consumer Discretionary, Communication Services. 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 2.12%. BGATX dividend yield stands at 41.06%, paid annually.
BGATX top holdings include Tsmc (Equity) (5.7%), Nvidia Corp. (5.2%), Alphabet, Inc., Class C (3.8%), Amazon.Com Inc (3.3%), Samsung Electronics Company Ltd (2.3%). 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.