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Nasdaq - Delayed Quote USD

Baird Small/Mid Cap Growth Institutional (BSGIX)

14.11
-0.74
(-4.98%)
At close: 8:00:08 PM EDT

Fund Summary

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 Small/Mid Cap Growth Institutional

Milwaukee, WI 53202
777 East Wisconsin Avenue

Fund Overview

Category Mid-Cap Growth
Fund Family Baird
Net Assets 167.07M
YTD Return -10.66%
Yield 0.00%
Morningstar Rating
Inception Date Oct 31, 2018

Fund Operations

Last Dividend --
Last Cap Gain 4.00
Holdings Turnover 78.00%
Average for Category --

Fees & Expenses

Expense BSGIX Category Average
Annual Report Expense Ratio (net) 0.85% 1.09%
Prospectus Net Expense Ratio 0.85% --
Prospectus Gross Expense Ratio 0.92% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.27%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Jonathan joined Baird in 2006 and has 24 years of investment experience. He is the Senior Portfolio Manager for the Small/Mid Cap Growth strategy and a Senior Research Analyst covering healthcare for the growth strategies. Before joining Baird Equity Asset Management, Jonathan worked at Gartmore Global Investments as an equity analyst for their Global Health Sciences Fund. Prior to joining Gartmore, he spent five years at William Blair & Company as an equity research associate covering Biotech, Lifesciences, Diagnostics and Orthopedics. Jonathan earned a degree in Applied and Biomedical Sciences from the University of Pennsylvania and his MBA from the Kellogg School of Management at Northwestern University.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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