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Baillie Gifford U.s. Equity Growth Fund - Class K: (MF: BGGKX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:36 PM ET

$25.07 USD

+0.09 (0.36%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD -11.13 99
3 months -12.83 99
6 months -16.61 99
1 Year -4.15 97
3 Year 18.57 42
5 Year -6.08 98
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 10.37
5 Year -2.17
10 Year NA
Since Inception 14.59

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -9.51 24.80 5.42 -7.29
2024 8.44 0.95 7.75 10.69
2023 17.41 14.10 -7.91 18.36
2022 -26.24 -38.33 2.79 -4.99
2021 -0.72 15.44 -8.36 -8.74

Annual Return

202620252024202320222021202020192018
% Total Return -11.1310.3730.5846.02-55.58-4.16125.5629.788.59
% Total Return Rel to Index -5.91-7.845.5619.77-37.37-32.85107.16-1.7012.99
% Total Return Rel to Peer -5.99-2.3311.1923.02-35.88-26.22105.651.3515.45
% Perf Quintile vs Peer* 5.004.000.001.005.005.001.003.001.00
% Dividends 0.000.000.000.000.000.000.000.240.00
% Yield 0.000.000.000.000.000.000.001.270.00
Capital Gains ($) 0.000.000.000.001.373.571.310.000.28
Expense Ratio 0.000.650.650.650.650.650.650.000.00

* 1 = Top 20%, 5 = Bottom 20%