The Equity Growth Fund Quote
| BGGSX Fund | USD 29.38 0.27 0.91% |
PerformanceOK
| Odds Of DistressLow
|
Equity Growth is trading at 29.38 as of the 28th of June 2025; that is 0.91% down since the beginning of the trading day. The fund's open price was 29.65. Equity Growth has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. The performance scores are derived for the period starting the 30th of March 2025 and ending today, the 28th of June 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in common stocks and other equity securities of companies whose principal activities are in the U.S. It invests in equity securities either directly or indirectly, such as through depositary receipts, and may invest in preferred stocks, convertible securities and warrants. More on The Equity Growth
Moving together with Equity Mutual Fund
Equity Mutual Fund Highlights
| Fund Concentration | Baillie Gifford Funds, Large Growth Funds, Large Growth, Baillie Gifford Funds (View all Sectors) |
| Update Date | 30th of June 2025 |
The Equity Growth [BGGSX] is traded in USA and was established 28th of June 2025. Equity Growth is listed under Baillie Gifford Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Baillie Gifford Funds family. This fund currently has accumulated 3.66 M in assets under management (AUM) with no minimum investment requirementsEquity Growth is currently producing year-to-date (YTD) return of 4.39%, while the total return for the last 3 years was 19.75%.
Check Equity Growth Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Equity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Equity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as The Equity Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top The Equity Growth Mutual Fund Constituents
| MKTX | MarketAxess Holdings | Stock | Financials | |
| ZM | Zoom Video Communications | Stock | Information Technology | |
| WSO | Watsco Inc | Stock | Industrials | |
| W | Wayfair | Stock | Consumer Discretionary | |
| TWLO | Twilio Inc | Stock | Information Technology | |
| TTD | Trade Desk | Stock | Information Technology | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| ROKU | Roku Inc | Stock | Communication Services |
Equity Growth Risk Profiles
| Mean Deviation | 1.69 | |||
| Semi Deviation | 2.52 | |||
| Standard Deviation | 2.74 | |||
| Variance | 7.52 |
Equity Growth Against Markets
Other Information on Investing in Equity Mutual Fund
Equity Growth financial ratios help investors to determine whether Equity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Equity with respect to the benefits of owning Equity Growth security.
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