Morningstar

Baillie Gifford Health Inn Eq Instl BGHBX

Morningstar Medalist Rating
Medalist Rating as of | See Baillie Gifford Investment Hub
  • NAV / 1-Day Return 5.98  /  0.00
  • Total Assets 6.8 Mil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Health
  • Investment Style Mid Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 23%

USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:12 PM GMT+0

Morningstar’s Analysis BGHBX

Will BGHBX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BGHBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BGHBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BGHBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Baillie Gifford Health Inn Eq Instl's recent People Pillar rating upgrade outweighs the negative impact of its fee hike, resulting in an improvement in its Morningstar Medalist Rating to Neutral from Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BGHBX

More BGHBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 53.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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