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Baird Mid Cap Growth Investor (BMDSX)

19.27
+0.08
+(0.42%)
At close: 8:00:07 PM EDT
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  • Previous Close 19.19
  • YTD Return -3.25%
  • Expense Ratio 1.07%
  • Category Mid-Cap Growth
  • Last Cap Gain 30.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.7B
  • Beta (5Y Monthly) 1.17
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 40.00%
  • Last Dividend 0.03
  • Inception Date Dec 29, 2000

The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in the equity securities of U.S. and foreign mid-capitalization companies, principally common stocks, preferred stocks, securities convertible into common stocks and American Depositary Receipts ("ADRs") that are traded on major U.S. exchanges. Although the fund principally invests in U.S. companies, the fund may invest up to 15% of its total assets in equity securities (consisting of common stocks, ordinary shares and ADRs) of foreign companies.

Baird

Fund Family

Mid-Cap Growth

Fund Category

1.7B

Net Assets

2000-12-29

Inception Date

Performance Overview: BMDSX

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Trailing returns as of 3/28/2025. Category is Mid-Cap Growth.

YTD Return

BMDSX
3.25%
Category
10.80%
 

1-Year Return

BMDSX
6.79%
Category
48.17%
 

3-Year Return

BMDSX
0.43%
Category
21.26%
 

5-Year Return

BMDSX
7.58%
Category
20.18%
 

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Holdings: BMDSX

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Sector Weightings

SectorBMDSX
Technology   28.58%
Industrials   19.60%
Healthcare   18.22%
Real Estate   2.16%
Energy   1.59%
Utilities   0.00%

Recent News: BMDSX

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Research Reports: BMDSX

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