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Nasdaq - Delayed Quote USD

Baird Ultra Short Bond Investor (BUBSX)

10.15
0.00
(0.00%)
At close: April 4 at 8:00:08 PM EDT

Investment Information

Min Initial Investment
10,000
Min Initial Investment, IRA
100
Min Initial Investment, AIP
100
Min Subsequent Investment
10,000
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Cetera Advisors LLC
  • Cetera Advisor Networks LLC
  • Comerica Bank
  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • JPMorgan
  • Vanguard
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 10.24.2024
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • RBC Wealth Management-Advisory Eligible
  • Schwab Institutional Only
  • CommonWealth NTF
  • Vanguard NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • Raymond James Recommended
  • Commonwealth Universe
  • WFA MF Advisory Updated 3.3.25
  • Ameritas NTFN
  • Scottrade NTF
  • Thrivent – Advisory Eligible
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ADP Access
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NTF
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • WFA Fdntl Choice/PIM Updated 3.3.25
  • ADP Access Open Fund Architecture
  • Securities America Inc.
  • Vanguard TF
  • Nationwide Retirement Flexible Advantage
  • DailyAccess Corporation Matrix
  • Cetera Financial Specialists LLC- Premier
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024
  • Thrivent – Retail Eligible
  • Avantax
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund normally invests at least 80% of its net assets in bonds, including the following types of U.S. dollar-denominated debt obligations: U.S. government and other public-sector entities; asset-backed and mortgage-backed obligations of U.S. and foreign issuers; Corporate debt of U.S. and foreign issuers; money market instruments. It invests primarily in investment-grade debt obligations, rated at the time of purchase by at least one major rating agency, but may invest up to 10% of its net assets in high yield bonds.

Fund Overview

Category Ultrashort Bond
Fund Family Baird
Net Assets 8.12B
YTD Return 1.14%
Yield 4.90%
Morningstar Rating
Inception Date Dec 31, 2013

Performance & Risk

YTD Return 1.24%
5y Average Return 2.94%
Rank in Category (ytd) 55
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.04
Morningstar Risk Rating

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