Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Baillie Gifford Mutual Funds
View all of Baillie Gifford’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Baillie Gifford Mutual Funds List
1 to 25 of 25 Results
|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Baillie Gifford Emerging Markets Ex China Fund Class K | BGEZX | Diversified Emerging Mkts | 41.65% | 7 | 0.870% | Below Average | Retirement, Large | $10M | ||
| Baillie Gifford Emerging Markets Ex China Fund Institutional Class | BGEWX | Diversified Emerging Mkts | 41.65% | 7 | 0.870% | Below Average | Institutional | $0 | ||
| Baillie Gifford Emerging Markets Equities Fund Class K | BGKEX | Diversified Emerging Mkts | 25.86% | 41 | 0.770% | Low | Institutional | $10M | ||
| Baillie Gifford Emerging Markets Equities Fund Class 4 | BGEPX | Diversified Emerging Mkts | 25.96% | 41 | 0.670% | Low | Institutional | $200M | ||
| Baillie Gifford Emerging Markets Equities Fund Class I | BGEGX | Diversified Emerging Mkts | 25.76% | 42 | 0.860% | Below Average | Institutional | $0 | ||
| Baillie Gifford Emerging Markets Equities Fund Class 2 | BGEHX | Diversified Emerging Mkts | 25.87% | 41 | 0.770% | Low | Institutional | $25M | ||
| Baillie Gifford Emerging Markets Equities Fund Class 5 | BGEDX | Diversified Emerging Mkts | 26.03% | 40 | 0.620% | Low | Institutional | $500M | ||
| Baillie Gifford International Alpha Fund Class I | BINSX | Foreign Large Growth | 9.58% | 37 | 0.690% | Below Average | Institutional | $0 | ||
| Baillie Gifford China Equities Fund Institutional Class | BGCBX | Greater China Region | −11.45% | 69 | 0.960% | Average | Institutional | $0 | ||
| Baillie Gifford Emerging Markets Equities Fund Class 3 | BGELX | Diversified Emerging Mkts | — | — | 0.700% | Low | Institutional | $100M | ||
| Baillie Gifford International Alpha Fund Class K | BGIKX | Foreign Large Growth | 9.68% | 37 | 0.590% | Low | Institutional | $10M | ||
| Baillie Gifford China Equities Fund Class K | BGCDX | Greater China Region | −11.27% | 68 | 0.870% | Below Average | Institutional | $10M | ||
| Baillie Gifford International Alpha Fund Class 2 | BGITX | Foreign Large Growth | 9.67% | 36 | 0.590% | Low | Institutional | $25M | ||
| Baillie Gifford International Alpha Fund Class 3 | BGIFX | Foreign Large Growth | 9.73% | 35 | 0.520% | Low | Institutional | $100M | ||
| Baillie Gifford International Growth Fund Class 2 | BGETX | Foreign Large Growth | 4.20% | 66 | 0.570% | Low | Institutional | $25M | ||
| Baillie Gifford International Growth Fund Class K | BGEKX | Foreign Large Growth | 4.24% | 65 | 0.570% | Low | Institutional | $10M | ||
| Baillie Gifford International Growth Fund Class 3 | BGEUX | Foreign Large Growth | 4.26% | 65 | 0.500% | Low | Institutional | $100M | ||
| Baillie Gifford Global Alpha Equities Fund Class K | BGAKX | Global Large-Stock Growth | 3.10% | 68 | 0.660% | Low | Institutional | $10M | ||
| Baillie Gifford International Growth Fund Class 4 | BGEFX | Foreign Large Growth | 4.28% | 65 | 0.470% | Low | Institutional | $200M | ||
| Baillie Gifford Global Alpha Equities Fund Class 3 | BGAEX | Global Large-Stock Growth | — | — | 0.590% | Low | Institutional | $100M | ||
| Baillie Gifford International Growth Fund Class 5 | BGEVX | Foreign Large Growth | 4.32% | 65 | 0.420% | Low | Institutional | $500M | ||
| Baillie Gifford Global Alpha Equities Fund Class I | BGASX | Global Large-Stock Growth | 3.02% | 70 | 0.740% | Below Average | Institutional | $0 | ||
| Baillie Gifford International Growth Fund Class I | BGESX | Foreign Large Growth | 4.19% | 66 | 0.650% | Below Average | Institutional | $0 | ||
| Baillie Gifford Global Alpha Equities Fund Class 2 | BGATX | Global Large-Stock Growth | — | 3.13% | 68 | 0.660% | Low | Institutional | $25M | |
| Baillie Gifford Global Alpha Equities Fund Class 4 | BGALX | Global Large-Stock Growth | — | −6.54% | 72 | 0.560% | Low | Institutional | $200M |
Baillie Gifford Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States