Baillie Fundamentals

BCAKX
 Fund
  

USD 12.33  0.08  0.65%   

Baillie Gifford China fundamentals help investors to digest information that contributes to Baillie Gifford's financial success or failures. It also enables traders to predict the movement of Baillie Mutual Fund. The fundamental analysis module provides a way to measure Baillie Gifford's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Baillie Gifford mutual fund.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  

Baillie Cash Position Weight Analysis

Baillie Gifford's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Cash Percentage 
 = 
% of Cash 
 
in the fund 
More About Cash Position Weight | All Equity Analysis

Current Baillie Gifford Cash Position Weight

    
  1.23 %  
Most of Baillie Gifford's fundamental indicators, such as Cash Position Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Baillie Gifford China is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Compare to competition

Baillie Gifford Cash Position Weight Component Assessment

In accordance with the recently published financial statements, Baillie Gifford China has 1.23% in Cash Position Weight. This is much higher than that of the Baillie Gifford Funds family and significantly higher than that of the China Region category. The cash position weight for all United States funds is notably lower than that of the firm.

Baillie Gifford China Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Baillie Gifford's current stock value. Our valuation model uses many indicators to compare Baillie Gifford value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Baillie Gifford competition to find correlations between indicators driving Baillie Gifford's intrinsic value. More Info.
Baillie Gifford China is the top fund in cash position weight among similar funds. It is the top fund in minimum initial investment among similar funds making about  8,130,081  of Minimum Initial Investment per Cash Position Weight. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Baillie Gifford by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Baillie Gifford's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Baillie Gifford's earnings, one of the primary drivers of an investment's value.

Baillie Minimum Initial Investment Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Baillie Gifford's direct or indirect competition against its Minimum Initial Investment to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Baillie Gifford could also be used in its relative valuation, which is a method of valuing Baillie Gifford by comparing valuation metrics of similar companies.
Baillie Gifford is currently under evaluation in minimum initial investment among similar funds.

Fund Asset Allocation for Baillie Gifford

The fund consists of 98.77% investments in stocks, with the rest of investments allocated between different money market instruments.
   Value   
       Instrument Type  

Baillie Fundamentals

About Baillie Gifford Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Baillie Gifford China's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Baillie Gifford using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Baillie Gifford China based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The fund will seek to meet its objective by investing in a portfolio of common stocks and other equity securities of issuers located in the Peoples Republic of China . Baillie Gifford is traded on NASDAQ Exchange in the United States.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Baillie Gifford in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Baillie Gifford's short interest history, or implied volatility extrapolated from Baillie Gifford options trading.

Pair Trading with Baillie Gifford

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Baillie Gifford position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Baillie Gifford will appreciate offsetting losses from the drop in the long position's value.

Moving together with Baillie Gifford

+0.75MCHFXMATTHEWS CHINA FUND Steady GrowthPairCorr
+0.75MICFXMATTHEWS CHINA FUND Steady GrowthPairCorr
+0.72MCDFXMATTHEWS CHINA DIVIDEND Steady GrowthPairCorr

Moving against Baillie Gifford

-0.67USPSXProFunds UltraShort Steady GrowthPairCorr
-0.67USPIXProFunds UltraShort Steady GrowthPairCorr
The ability to find closely correlated positions to Baillie Gifford could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Baillie Gifford when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Baillie Gifford - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Baillie Gifford China to buy it.
The correlation of Baillie Gifford is a statistical measure of how it moves in relation to other equities. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Baillie Gifford moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Baillie Gifford China moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Baillie Gifford can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Continue to Baillie Gifford Piotroski F Score and Baillie Gifford Altman Z Score analysis. You can also try Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.

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Please note, there is a significant difference between Baillie Gifford's value and its price as these two are different measures arrived at by different means. Investors typically determine Baillie Gifford value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Baillie Gifford's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.