Equity

Multi-Asset

Bond

Real Estate

Alternatives

Commodity

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 People's Republic of China ("China"). Under normal circumstances, it invests at least 80% of its net assets (plus any borrowings for investment purposes) in China "A" shares. The fund may also invest in preferred stocks, convertible securities and warrants. It is non-diversified.

BCANX

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.

BGAEX

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 common stocks and other equity securities of companies whose principal activities are in Europe, Australasia and/or the Far East. It invests in equity securities either directly or indirectly, such as through depositary receipts, and may invest in preferred stocks, convertible securities and warrants. The fund is not constrained with respect to market capitalization and may participate in initial public offerings ("IPOs") and in securities offerings that are not registered in the U.S.

BGCWX

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 of companies located in countries represented in the MSCI Emerging Markets Index. It invests in equity securities either directly or indirectly, such as through depositary receipts or participatory notes, and may invest in preferred stocks, convertible securities and warrants. The fund is not constrained with respect to market capitalization and may participate in initial public offerings ("IPOs") and in securities offerings that are not registered in the U.S.

BGELX

The fund invests in a diversified, international portfolio of common stocks and other equity securities of issuers located in countries of developed and emerging markets. It invests predominantly in securities issued by companies located in countries outside the U.S., including a range of developed and emerging market countries. The fund may, however, invest up to 10% of its net assets in common stocks and other equities of companies located in the U.S.

BGETX

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 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. The fund typically invests primarily in issuers with a market capitalization of more than $1.5 billion at the time of purchase and may participate in initial public offerings ("IPOs"). It is non-diversified.

BGGSX

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 common stocks and other equity securities. It invests predominantly in securities issued by companies located in countries represented in the MSCI ACWI (ex U.S.) Index, which includes issuers from a range of developed and emerging market countries. The fund ordinarily invests in securities of issuers located in at least three countries outside the U.S.

BGITX

The investment seeks to provide long-term capital appreciation. The fund invests at least 80% of its net assets in equity securities. While the portfolio managers are not constrained by geographic limitations, it ordinarily invests in securities of issuers located in at least six different countries. In addition, under normal circumstances, the fund will invest at least 40% of its total assets in securities of companies located outside the U.S. when market conditions are favorable, but, when market conditions are not favorable, will invest at least 30% of its total assets in companies located outside the U.S. It is non-diversified.

BGLTX

The investment seeks capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks and other equity securities of companies whose principal activities are in developed markets in Europe, Australasia and/or the Far East. It invests in equity securities either directly or indirectly, such as through depositary receipts, and may invest in preferred stocks, convertible securities and warrants. The fund is not constrained with respect to market capitalization and may participate in initial public offerings and in securities offerings that are not registered in the U.S.

BGPTX

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, cash and cash equivalents. The fund will invest at least 40% of its total assets in securities of companies located outside the U.S. when market conditions are favorable, but, when market conditions are not favorable, will invest at least 30% of its total assets in companies located outside the U.S.

BGSSX

The fund seeks to meet its objective by investing in an international portfolio of common stocks of smaller companies located in countries of developed and emerging markets. It currently defines a "smaller company" as a company with a market capitalization that does not exceed $10 billion. In addition, under normal circumstances, the fund will invest primarily in companies located outside the U.S. It ordinarily invests in securities of issuers located in at least three countries outside the U.S., although the fund may focus its investments in a small number of countries or regions.

BICIX

BSGLX

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 may invest 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.

BTLSX

Fidelity

Blackrock

Vanguard

T. Rowe Price

Franklin Templeton

Voya

Invesco

JPMorgan Chase

John Hancock

American Funds

Dimensional Fund Advisors LP

Columbia Threadneedle

Goldman Sachs

Principal

Allspring Global Investments

American Century Investments

TIAA Investments

ProFunds

Victory Capital

AllianceBernstein

Eaton Vance

Federated

Hartford

Delaware Funds

PIMCO

Virtus

Charles Schwab

Nuveen

Transamerica

BNY Mellon

MassMutual

Lord Abbett

Nationwide

Putnam

Great-West

PGIM Investments

Janus Henderson

Neuberger Berman

Morgan Stanley

State Street Global Advisors

Natixis Funds

Alger

Lazard

New York Life Investments

Touchstone

Amundi US

Calvert Research and Management

VALIC

Guggenheim

Russell

Thrivent

Rydex Funds

UBS Asset Management

GuideStone Funds

Northern Funds

American Beacon

Calamos

Sterling Capital

AQR Funds

Allianz Global Investors

Baird

Brown Advisory Funds

Dreyfus

Glenmede

Harbor

PGIM Funds (Prudential)

1290 Funds

Aberdeen

Baron Capital Group, Inc.

Thornburg

Gabelli

Legg Mason

Segall Bryant & Hamill

William Blair

Artisan Partners Funds

Carillon Family of Funds

Victory

Wasatch

Baillie Gifford Funds

Madison Funds

Manning & Napier

Saratoga

Catalyst Mutual Funds

Direxion

Royce Investment Partners

Timothy Plan

Dunham

Gotham

Hotchkis & Wiley

Ivy Funds

RBC Global Asset Management.

Boston Partners

Buffalo

Catholic Investor

Symbol	Full name	Category	Inception	Expense Ratio	YTD Ret.	10Y Ann. Ret.	Div. Yield	Max. Drawdown	Sharpe Ratio
BCANX	Baillie Gifford China A Shares Fund	China Equities	Dec 18, 2019	0.87%	-10.2%	7.3%	8.1%	-47.9%	-0.2
BGAEX	Baillie Gifford Global Alpha Equities Fund	Global Equities	Nov 14, 2011	0.60%	7.2%	3.9%	0.4%	-40.6%	0.3
BGCWX	Baillie Gifford EAFE Plus All Cap Fund	Foreign Large Cap Equities	Dec 16, 2009	0.64%	7.5%	3.1%	0.4%	-45.4%	0.3
BGELX	Baillie Gifford Emerging Markets Equities Fund	Emerging Markets Diversified	Apr 3, 2003	0.76%	7.7%	5.8%	5.1%	-50.5%	0.1
BGETX	Baillie Gifford International Growth Fund	Foreign Large Cap Equities	Mar 5, 2008	0.60%	9.6%	3.1%	0.6%	-55.1%	0.3
BGGSX	Baillie Gifford U.S. Equity Growth Fund	Large Cap Growth Equities	Apr 28, 2017	0.75%	19.7%	11.6%	13.7%	-66.4%	0.5
BGITX	Baillie Gifford International Alpha Fund	Foreign Large Cap Equities	Feb 6, 2008	0.61%	11.3%	2.4%	1.6%	-44.8%	0.3
BGLTX	Baillie Gifford Long Term Global Growth Fund	Global Equities	Jun 9, 2014	0.73%	21.0%	11.5%	3.2%	-56.6%	0.5
BGPTX	Baillie Gifford Developed EAFE All Cap Fund	Foreign Large Cap Equities	Apr 14, 2014	0.64%	8.5%	3.5%	0.9%	-46.0%	0.3
BGSSX	Baillie Gifford Global Stewardship Equities Fund	Global Equities	Dec 13, 2017	0.65%	8.9%	5.0%	4.3%	-55.2%	0.1
BICIX	Baillie Gifford International Smaller Companies Fund	Foreign Small & Mid Cap Equities	Dec 18, 2018	0.99%	8.6%	6.4%	0.1%	-52.8%	0.1
BSGLX	Baillie Gifford Long Term Global Growth Fund Class I	Large Cap Growth Equities, Global Equities		0.80%	21.0%	11.9%	3.2%	-56.6%	0.5
BTLSX	Baillie Gifford International Concentrated Growth Equities Fund	Foreign Large Cap Equities	Dec 13, 2017	0.81%	12.4%	10.7%	5.5%	-57.0%	0.4

Baillie Gifford Funds Mutual Funds List

Risk vs. Return Scatterplot