The Long Term Fund Quote
| BGLKX Fund | USD 38.76 0.46 1.20% |
PerformanceSolid
| Odds Of DistressLow
|
Long Term is trading at 38.76 as of the 24th of July 2025; that is 1.20 percent increase since the beginning of the trading day. The fund's open price was 38.3. Long Term has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and had a somewhat solid performance during the last 90 days. The performance scores are derived for the period starting the 25th of April 2025 and ending today, the 24th of July 2025. Click here to learn more.
The fund invests at least 80 percent 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 percent of its total assets in securities of companies located outside the U.S. More on The Long Term
Moving together with Long Mutual Fund
Long Mutual Fund Highlights
| Fund Concentration | Baillie Gifford Funds, Large Growth Funds, World Large-Stock Growth Funds, World Large-Stock Growth, Baillie Gifford Funds (View all Sectors) |
| Update Date | 30th of June 2025 |
The Long Term [BGLKX] is traded in USA and was established 24th of July 2025. Long Term is listed under Baillie Gifford Funds category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of Baillie Gifford Funds family. This fund currently has accumulated 156.55 M in assets under management (AUM) with no minimum investment requirementsLong Term is currently producing year-to-date (YTD) return of 12.94%, while the total return for the last 3 years was 23.14%.
Check Long Term Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Long Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Long Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as The Long Term Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top The Long Term Mutual Fund Constituents
| ISRG | Intuitive Surgical | Stock | Health Care | |
| BIDU | Baidu Inc | Stock | Communication Services | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| ASML | ASML Holding NV | Stock | Information Technology | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| FB | ProShares Trust ProShares | Etf | Internet Content & Information | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| ILMN | Illumina | Stock | Health Care |
Long Term Risk Profiles
| Mean Deviation | 0.9098 | |||
| Semi Deviation | 0.3713 | |||
| Standard Deviation | 1.18 | |||
| Variance | 1.4 |
Long Term Against Markets
Other Information on Investing in Long Mutual Fund
Long Term financial ratios help investors to determine whether Long Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Long with respect to the benefits of owning Long Term security.
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes |