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BGATX Baillie Gifford Global Alpha Equities 2 Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Meta Platforms (NASDAQ:META), Elevance Health (NYSE:ELV).

Industry description

The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities. It invests predominantly in a diversified portfolio of securities issued by companies located in countries represented in the MSCI ACWI Index. The fund invests in a range of companies globally. It ordinarily invests in securities of issuers located in at least three different countries.

Market Cap

The average market capitalization across the Baillie Gifford Global Alpha Equities 2 MF is 974.74B. The market cap for tickers in the group ranges from 21.71B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is RYAAY at 21.71B.

Volume

The average weekly volume growth across all stocks in the Baillie Gifford Global Alpha Equities 2 MF was 87%. For the same stocks of the MF, the average monthly volume growth was 138% and the average quarterly volume growth was 93%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 63
P/E Growth Rating: 69
Price Growth Rating: 45
SMR Rating: 49
Profit Risk Rating: 22
Seasonality Score: 9 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeGrowth

Profile
Fundamentals
Details
Category
Global Large-Stock Growth
Address
1 Rutland CourtEdinburgh ScotlandUk Eh3 8e4
Phone
N/A
Web
http://USmutualfund.bailliegifford.com
Interesting Tickers
1D
1W
1M
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Lord Abbett International Value R4
MYIEX8.38-0.06
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MassMutual International Eq Svc
INSLX41.30-0.32
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Invesco International Small-Mid Com R5
CNPFX63.25-0.91
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American Funds New Perspective 529F
DIEQX38.53-0.60
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Domini Impact Equity Institutional

BGATX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BGATX has been closely correlated with NPFFX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if BGATX jumps, then NPFFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BGATX
1D Price
Change %
BGATX100%
-1.73%
NPFFX - BGATX
93%
Closely correlated
-1.43%
NPFCX - BGATX
93%
Closely correlated
-1.43%
ANWPX - BGATX
88%
Closely correlated
-1.42%
FNFPX - BGATX
88%
Closely correlated
-1.42%
FNPFX - BGATX
88%
Closely correlated
-1.42%
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