New Zealand markets closed

Baillie Gifford Positive Chg Eqs K (BPEKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
15.33+0.34 (+2.27%)
At close: 09:00PM EDT

Baillie Gifford Positive Chg Eqs K

Uk Eh3 8e4 X0 00000

Edinburgh Scotland

1 Rutland Court

Management information
,Lead manager since 13 December 2017
Mr. Qian Joined Baillie Gifford in 2012 and is a portfolio manager for the Positive Change strategy and a member of the Positive Change Portfolio Construction Group. He is a CFA Charterholder. Mr. Qian graduated BA (Hons) in Economics and Management from the University of Oxford in 2012. Mr. Qian has been a member of the team since the Baillie Gifford Fund's inception in 2017.
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
https://s.yimg.com/lq/i/fi/3_0stylelargeeq3.gif
Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryWorld Large-Stock Growth
Fund familyVanguard
Net assets248.34M
YTD return-35.94%
Yield0.00%
Morningstar rating★★★★★
Inception date13 Dec 2017

Fund operations

Last dividend0.04
Last cap gain10.00
Holdings turnover35.00%
Average for categoryN/A

Fees and expenses

ExpenseBPEKXCategory average
Annual report expense ratio (net)0.59%1.12%
Prospectus net expense ratio0.59%N/A
Prospectus gross expense ratio0.59%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.37%
Max deferred sales loadN/A1.26%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A