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BTLSX
Mutual Fund ticker: NASDAQ
AS OF
Feb 21 closing price
Price
$8.72
Change
-$0.07 (-0.80%)
Net Assets
93.6M

BTLSX Baillie Gifford Intl Concntr Gr EqsInstl Forecast, Technical & Fundamental Analysis

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Spotify Technology SA (NYSE:SPOT), Moderna (NASDAQ:MRNA).

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. The fund invests in an international portfolio of common stocks and other equity securities of issuers located in countries of developed and emerging markets. It may invest up to 20% of its net assets in common stocks and other equities of companies located in the U.S. The fund invests in equity securities either directly or indirectly, such as through depositary receipts, and may invest in preferred stocks, convertible securities and warrants. It is non-diversified.

Market Cap

The average market capitalization across the Baillie Gifford Intl Concntr Gr EqsInstl MF is 655.35B. The market cap for tickers in the group ranges from 13.71B to 3.29T. NVDA holds the highest valuation in this group at 3.29T. The lowest valued company is MRNA at 13.71B.

Volume

The average weekly volume growth across all stocks in the Baillie Gifford Intl Concntr Gr EqsInstl MF was 13%. For the same stocks of the MF, the average monthly volume growth was -1% and the average quarterly volume growth was -20%

Fundamental Analysis Ratings

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

Valuation Rating: 83
P/E Growth Rating: 60
Price Growth Rating: 48
SMR Rating: 34
Profit Risk Rating: 31
Seasonality Score: -49 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeGrowth

Profile
Fundamentals
Details
Category
Foreign Large Growth
Address
1 Rutland CourtEdinburgh ScotlandUk Eh3 8e4
Phone
N/A
Web
http://USmutualfund.bailliegifford.com
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BTLSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BTLSX has been closely correlated with AEGFX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if BTLSX jumps, then AEGFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BTLSX
1D Price
Change %
BTLSX100%
-0.80%
AEGFX - BTLSX
88%
Closely correlated
-0.92%
CEUAX - BTLSX
85%
Closely correlated
-0.91%
RERCX - BTLSX
84%
Closely correlated
-0.93%
RERBX - BTLSX
84%
Closely correlated
-0.91%
FEPUX - BTLSX
80%
Closely correlated
-0.92%
More