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This is a list of Baird Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.
In this table you will find short term historical return data, including 1-year returns and 3-year returns on Baird Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.
This table presents long term historical returns data for Baird Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.
This list includes all management costs and other fee information for Baird Funds.
This page includes relevant dividend information on Baird Funds.
The table below illustrates valuable information regarding the primary fund manager for Baird Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.
This list includes the retirement (IRA) and standard minimum amounts required to invest in Baird Funds.
This list includes asset allocation proportions of the underlying holdings for Baird Funds.
| Fund Name | Share Class & Symbol | Primary Category | Net Assets ($M USD) | 1 Year Return | 1 Year Rank in Primary Category | Exp Ratio | Primary Manager Tenure (yrs) |
|---|---|---|---|---|---|---|---|
| Baird Aggregate Bond Fund | Inv (BAGSX) | U.S. Investment-Grade Bond | $28,366.16 | 4.52% | 12.85% | 0.55% | 19.85 |
| Baird Core Plus Bond Fund | Inv (BCOSX) | U.S. Investment-Grade Bond | $27,396.05 | 4.36% | 13.98% | 0.55% | 19.85 |
| Baird Short-Term Bond Fund | Inst (BSBIX) | Short-Term Bond | $7,877.39 | 1.94% | 13.13% | 0.30% | 15.93 |
| Baird Intermediate Bond Fund | Inv (BIMSX) | U.S. Investment-Grade Bond | $4,884.13 | 4.12% | 16.46% | 0.55% | 19.85 |
| Baird Ultra Short Bond Fund | Inv (BUBSX) | U.S. Investment-Grade Bond | $2,908.63 | 0.60% | 55.66% | 0.55% | 6.59 |
| Baird MidCap Fund | Inv (BMDSX) | U.S. Mid-Cap Growth Equity | $1,970.72 | 13.60% | 54.07% | 1.07% | 19.6 |
| Baird Quality Intermediate Municipal Bond Fund | Inv (BMBSX) | U.S. Investment-Grade Bond | $1,425.23 | 1.32% | 45.55% | 0.55% | 19.35 |
| Baird Short-Term Municipal Bond Fund | Inv (BTMSX) | U.S. Investment-Grade Bond | $1,188.36 | 0.78% | 52.04% | 0.55% | 4.92 |
| Baird Core Intermediate Municipal Bond Fund | Inv (BMNSX) | U.S. Investment-Grade Bond | $628.45 | 1.21% | 47.04% | 0.55% | 4.92 |
| Chautauqua International Growth Fund | Inv (CCWSX) | International and Foreign Large-Cap Growth Equity | $222.41 | 26.75% | 12.89% | 1.21% | 4.3 |
| Chautauqua Global Growth Fund | Inv (CCGSX) | World Large-Cap Equity | $94.53 | 28.59% | 6.13% | 1.48% | 4.3 |
| Baird Strategic Municipal Bond Fund | Inv (BSNSX) | U.S. Investment-Grade Bond | $48.22 | N/A | N/A | 0.55% | 0.71 |
| Baird Small/Mid Cap Growth Fund | Inv (BSGSX) | U.S. Mid-Cap Growth Equity | $33.29 | 26.80% | 12.84% | 2.35% | 1.75 |
| Baird SmallCap Value Fund | Inv (BSVSX) | North America Equity | $24.52 | -8.98% | 79.30% | 1.69% | 8.25 |
| Baird Small/Mid Cap Value Fund | Inv (BMVSX) | U.S. Small-Cap Blend Equity | $20.51 | -10.01% | 82.24% | 1.84% | 4.67 |
| Baird Municipal Bond Fund | Inv (BMQSX) | U.S. Investment-Grade Bond | $14.42 | N/A | N/A | 0.55% | 0.71 |
| Fund Name | YTD | YTD Rank in Primary Category | 1 Year Return | 1 Year Rank in Primary Category | 3 Year Return | 3 Year Rank in Primary Category |
|---|
| Fund Name | 5 Year Return | 5 Year Rank in Primary Category | 10 Year Return | 10 Year Rank in Primary Category | Inception Date |
|---|
| Fund Name | Exp Ratio | Management Fee | 12b-1 | Admin Fee | Front Load | Deferred Load | Max Redemption Fee | Turnover |
|---|
| Fund Name | Div Yield | Last Dividend Date | Last Dividend Amount | Dividend Frequency | Net Income Ratio |
|---|
| Fund Name | YTD | Primary Manager | Start Date | Primary Manager Tenure (yrs) | Tenure Rank |
|---|
| Fund Name | IRA Minimum | Standard Minimum |
|---|
| Fund Name | Stocks | Bonds | Convertible Bonds | Preferred Stocks | Cash |
|---|
Baird is a company that sells mutual funds with $77,103M in assets under management. The average expense ratio from all mutual funds is 0.44%. 100.00% of all the mutual funds are no load funds. The oldest fund launched was in 2000. The average manager tenure for all managers at Baird is 11.98 years. The company offers investors 16 mutual funds, in terms of the number of individual fund symbols.
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