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Baird Small/Mid Cap Growth Institutional (BSGIX)

15.51
+0.09
+(0.58%)
At close: 4:48:24 PM EDT
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  • Previous Close 15.42
  • YTD Return -3.82%
  • Expense Ratio 0.85%
  • Category Mid-Cap Growth
  • Last Cap Gain 4.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 179.97M
  • Beta (5Y Monthly) 1.08
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 78.00%
  • Last Dividend --
  • Inception Date Oct 31, 2018

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 small- and mid-capitalization companies, principally common stocks and American Depositary Receipts ("ADRs") that are traded on major U.S. exchanges. It 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

179.97M

Net Assets

2018-10-31

Inception Date

Performance Overview: BSGIX

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

YTD Return

BSGIX
3.82%
Category
10.80%
 

1-Year Return

BSGIX
3.36%
Category
48.17%
 

3-Year Return

BSGIX
0.84%
Category
21.26%
 

5-Year Return

BSGIX
8.33%
Category
20.18%
 

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Holdings: BSGIX

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Sector Weightings

SectorBSGIX
Technology   28.70%
Healthcare   21.56%
Industrials   20.50%
Energy   3.48%
Real Estate   1.36%
Utilities   0.00%

Recent News: BSGIX

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Research Reports: BSGIX

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