Baillie Gifford Funds Fund Family Report
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  • Performance
    03-31-17

    Total ReturnCategory Average
    Total Return------3.2212.26
    Category Average-----0.870.469.44
    Assets for Each Yr*----6.066.487.36
    *billions

    Trailing Returns %
    03-31-17

      YTD 3 Year 5 Year    
    Fund Family 12.26 -- --

    Key Stats
    03-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $7,363 mil $25,000,000 -- --
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- 0.01 0.65 Very Low
    International Stock -- 99.99 0.63 Very Low
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-26-17

      Sector YTD Return % % Net Assets  
    Ferrari NV* Consumer Cyclical 30.01 1.32
    Amazon.com Inc* Consumer Cyclical 21.26 0.62
    CRH PLC* Basic Materials 5.34 0.54
    Royal Caribbean Cruises Ltd* Consumer Cyclical 23.05 0.40
    Mobileye NV* Technology 62.17 0.39
    Alphabet Inc C* Technology 12.94 0.32
    Copa Holdings SA Class A* Industrials 27.31 0.30
    Wolseley PLC* Industrials 3.90 0.28
    James Hardie Industries PLC DR* Basic Materials 10.71 0.25
    Anthem Inc* Healthcare 24.98 0.25
    Facebook Inc A* Technology 27.39 0.25
    Moody's Corporation* Financial Services 26.37 0.23
    Mettler-Toledo International Inc* Healthcare 22.56 0.20
    TD Ameritrade Holding Corp* Financial Services -10.46 0.20
    Tesla Inc* Consumer Cyclical 45.15 0.20
    NVIDIA Corp* Technology -2.42 0.19
    Pricesmart Inc* Consumer Defensive 5.09 0.19
    Visa Inc Class A* Financial Services 17.90 0.17
    Martin Marietta Materials Inc* Basic Materials 0.02 0.17
    Mastercard Inc A* Financial Services 12.94 0.16

    Best 5-Year Relative Performance | More
    04-26-17

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    04-26-17

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    04-26-17

    Highest Expenses | More
    04-26-17

    Longest Manager Tenure | More
    04-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Baillie Gifford EAFE Gerard Callahan 2.00
    Baillie Gifford EAFE Gerard Callahan 2.00
    Baillie Gifford Emer Mike Gush 2.00
    Baillie Gifford Glob Spencer Adair 2.00
    Baillie Gifford Long James K. Anderson 2.00

    Shortest Manager Tenure | More
    04-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Baillie Gifford Inte Jonathan Bates 1.80
    Baillie Gifford EAFE James K. Anderson 1.90
    Baillie Gifford EAFE Gerard Callahan 2.00
    Baillie Gifford EAFE Gerard Callahan 2.00
    Baillie Gifford Emer Mike Gush 2.00