Baillie Gifford U.S. Equity Growth Fund

Shareclass

Baillie Gifford US Equity Growth I (BGGSX)

Type

Open-end mutual fund

Manager

Baillie Gifford Funds

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

30.5

percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 1,775 out of 2,554 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Sprout Social Inc Class A
0.46% of assets
$104,967 invested
2. Affirm Holdings Inc Ordinary Shares - Class A
2.21% of assets
$499,136 invested
3. Pinterest Inc Class A
1.47% of assets
$332,369 invested
4. Workday Inc Class A
2.56% of assets
$577,471 invested
5. Doximity Inc Class A
1.18% of assets
$266,843 invested
6. Meta Platforms Inc Class A
5.52% of assets
$1.25M invested
7. Cloudflare Inc
4.39% of assets
$991,625 invested
8. Insulet Corp
1.46% of assets
$329,209 invested
9. DoorDash Inc Ordinary Shares - Class A
5.12% of assets
$1.16M invested
10. Alnylam Pharmaceuticals Inc
1.55% of assets
$350,847 invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Chewy Inc
1.22% of assets
$274,919 invested
2. Shopify Inc Registered Shs -A- Subord Vtg
6.84% of assets
$1.55M invested
3. Roblox Corp Ordinary Shares - Class A
2.33% of assets
$526,700 invested
4. Tempus AI Inc Class A common stock
0.78% of assets
$177,037 invested
5. Roku Inc Class A
1.14% of assets
$257,885 invested
6. Aurora Innovation Inc Class A
1.46% of assets
$330,259 invested
7. Snowflake Inc Ordinary Shares - Class A
1.27% of assets
$287,666 invested
8. DraftKings Inc Ordinary Shares - Class A
1.43% of assets
$323,454 invested
9. The Trade Desk Inc Class A
7.96% of assets
$1.8M invested
10. SharkNinja Inc
1.32% of assets
$298,214 invested

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Financial performance

Performance data provided by

Find more financial data on BGGSX at Morningstar.com

Gender Equality and Returns

Returns chart for Baillie Gifford U.S. Equity Growth Fund

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

BGGSX

Baillie Gifford U.S. Equity Growth Fund

Family

Baillie Gifford Funds

Category

Large Growth

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 5-yr returns

6.34% less in annualized returns

Lower overall gender equality score

10 / 100 points lower

Lower gender balance in leadership and workforce score

3 / 40 points lower

Lower equal compensation and work life balance score

3 / 30 points lower

Lower policies promoting gender equality score

4 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

BGGSX

Baillie Gifford U.S. Equity Growth Fund

Family

Baillie Gifford Funds

Category

Large Growth

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 5-yr returns

6.34% less in annualized returns

Lower overall gender equality score

10 / 100 points lower

Lower gender balance in leadership and workforce score

3 / 40 points lower

Lower equal compensation and work life balance score

3 / 30 points lower

Lower policies promoting gender equality score

4 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

BGGSX

Baillie Gifford U.S. Equity Growth Fund

Family

Baillie Gifford Funds

Category

Large Growth

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 5-yr returns

6.34% less in annualized returns

Lower overall gender equality score

10 / 100 points lower

Lower gender balance in leadership and workforce score

3 / 40 points lower

Lower equal compensation and work life balance score

3 / 30 points lower

Lower policies promoting gender equality score

4 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 3/31/25

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
BGGSX - Baillie Gifford U.S. Equity Growth Fund

8.83%

1.18%

12%

45 / 100 points

Benchmark

8.22%

9.03%

19%

12%

55 / 100 points

Fund compared to benchmark

0.61%

-7.85%

-6.34%

10 / 100 points lower

Find more financial data on BGGSX at Morningstar.com

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