Baillie Equity Positions Weight

BCAKX
 Fund
  

USD 11.93  0.05  0.42%   

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 Equity Positions Weight Analysis

Baillie Gifford's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Stock Percentage 
 = 
% of Equities 
 
in the fund 
More About Equity Positions Weight | All Equity Analysis

Current Baillie Gifford Equity Positions Weight

    
  98.77 %  
Most of Baillie Gifford's fundamental indicators, such as Equity Positions 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 with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
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Baillie Gifford Equity Positions Weight Component Assessment

According to the company disclosure, Baillie Gifford China has an Equity Positions Weight of 98%. This is much higher than that of the Baillie Gifford Funds family and significantly higher than that of the China Region category. The equity positions weight for all United States funds is notably lower than that of the firm.

Baillie Equity Positions Weight 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 Equity Positions Weight 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 equity positions weight 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.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Baillie Gifford without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Analyst Recommendations

Analyst recommendations and target price estimates broken down by several categories
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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.
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 Portfolio Center module to all portfolio management and optimization tools to improve performance of 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.