Baillie Gifford Emerging Fund Quote
| BGEGX Fund | USD 19.12 0.21 1.09% |
Performance14 of 100
| Odds Of DistressLess than 18
|
Baillie Gifford is trading at 19.12 as of the 16th of April 2024; that is -1.09 percent decrease since the beginning of the trading day. The fund's open price was 19.33. Baillie Gifford has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Baillie Gifford Emerging are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 17th of March 2024 and ending today, the 16th of April 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities of companies located in countries represented in the MSCI Emerging Markets Index. It invests in equity securities either directly or indirectly, such as through depositary receipts or participatory notes, and may invest in preferred stocks, convertible securities and warrants. More on Baillie Gifford Emerging
Moving together with Baillie Mutual Fund
| 0.97 | BTLSX | Baillie Gifford Inte | PairCorr |
| 0.97 | BTLKX | Baillie Gifford Inte | PairCorr |
| 0.96 | BGAKX | Global Alpha | PairCorr |
| 0.96 | BGALX | Baillie Gifford Global | PairCorr |
| 0.96 | BGAEX | Baillie Gifford Global | PairCorr |
Baillie Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Baillie Gifford's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Baillie Gifford or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Baillie Gifford Funds, Large Blend Funds, Diversified Emerging Mkts Funds, Diversified Emerging Mkts, Baillie Gifford Funds (View all Sectors) |
| Update Date | 31st of March 2024 |
Baillie Gifford Emerging [BGEGX] is traded in USA and was established 16th of April 2024. Baillie Gifford is listed under Baillie Gifford Funds category by Fama And French industry classification. The fund is listed under Diversified Emerging Mkts category and is part of Baillie Gifford Funds family. This fund currently has accumulated 2.8 B in assets under management (AUM) with no minimum investment requirementsBaillie Gifford Emerging is currently producing year-to-date (YTD) return of 3.26% with the current yeild of 0.04%, while the total return for the last 3 years was -7.98%.
Check Baillie Gifford Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Baillie Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Baillie Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Baillie Gifford Emerging Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Baillie Gifford Emerging Mutual Fund Constituents
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary |
Baillie Gifford Target Price Odds Analysis
Based on a normal probability distribution, the odds of Baillie Gifford jumping above the current price in 90 days from now is about 33.41%. The Baillie Gifford Emerging probability density function shows the probability of Baillie Gifford mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Baillie Gifford has a beta of 0.9807 suggesting Baillie Gifford Emerging market returns are sensitive to returns on the market. As the market goes up or down, Baillie Gifford is expected to follow. Additionally, baillie Gifford Emerging has an alpha of 0.0293, implying that it can generate a 0.0293 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Baillie Gifford to move above the current price in 90 days from now is about 33.41 (This Baillie Gifford Emerging probability density function shows the probability of Baillie Mutual Fund to fall within a particular range of prices over 90 days) .
Baillie Gifford Emerging Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Baillie Gifford market risk premium is the additional return an investor will receive from holding Baillie Gifford long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Baillie Gifford. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Baillie Gifford's alpha and beta are two of the key measurements used to evaluate Baillie Gifford's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.6661 | |||
| Semi Deviation | 0.9016 | |||
| Standard Deviation | 0.8629 | |||
| Variance | 0.7446 |
Baillie Gifford Against Markets
Picking the right benchmark for Baillie Gifford mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Baillie Gifford mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Baillie Gifford is critical whether you are bullish or bearish towards Baillie Gifford Emerging at a given time. Please also check how Baillie Gifford's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Baillie Gifford without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Baillie Mutual Fund?
Before investing in Baillie Gifford, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Baillie Gifford. To buy Baillie Gifford fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Baillie Gifford. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Baillie Gifford fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Baillie Gifford Emerging fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Baillie Gifford Emerging fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Baillie Gifford Emerging, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Baillie Gifford Emerging?
The danger of trading Baillie Gifford Emerging is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Baillie Gifford is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Baillie Gifford. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Baillie Gifford Emerging is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Baillie Gifford Emerging. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in price. Note that the Baillie Gifford Emerging information on this page should be used as a complementary analysis to other Baillie Gifford's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.