BGCBX Mutual Fund

BGCBX Mutual Fund (Baillie Gifford China Equities Fund Class Institutional) is managed by Baillie Gifford Funds with $2.3M in net assets. BGCBX expense ratio is 0.96%, holding 57 positions across sectors including Consumer Discretionary, Communication Services, Financials. Inception date: 2021-07-07.

BGCBX performance shows a YTD return of -2.61%. The 1-year return is 10.45% and the 5-year return is -4.96%. BGCBX dividend yield stands at 0.94%, paid annually.

BGCBX top holdings include Tencent Holdings Limited (11.8%), Alibaba Group Holding, Ltd. (6.7%), Contemporary Amperex Technology Con Ltd. (5.3%), Ping An Insurance(Insurance Provider) (4.4%), Kweichow Moutai Co Ltd A Common Stock Cny1.0 (3.6%). Go to all BGCBX holdings, BGCBX sectors, or BGCBX dividends.

BGCBX can be compared against other funds. Use BGCBX overlap to find shared positions, or BGCBX vs another fund for a side-by-side view. BGCBX alternatives are available via the screener, along with tax-loss harvesting opportunities.