BGEZX – Baillie Gifford Emer Mkt Ex Chn K Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. The fund seeks to meet its objective by investing in a portfolio of common stocks and other equity securities of issuers located in countries of emerging and frontier markets. Under normal circumstances, the fund invests at least 80% of its net assets in companies located in countries represented in the MSCI Emerging Markets ex China Index. The fund invests primarily in equity securities either directly or indirectly and may invest in preferred stocks, convertible securities and warrants. It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BGEWX	Baillie Gifford Emerging Markets Ex China Fund Institutional Class	Institutional	Open			Dec 28, 2021	$1.00M	0.870%	Below Average	$0	$1,688.74
BGEZX	Baillie Gifford Emerging Markets Ex China Fund Class K	Retirement, Large	Open			Dec 28, 2021	$1.00M	0.870%	Below Average	$10M	$1,688.65

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