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Morningstar

Baird Mid Cap Growth Investor BMDSX

Morningstar Medalist Rating
Medalist Rating as of | See Baird Investment Hub
  • NAV / 1-Day Return 21.79  /  −0.18 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
    1.070%
  • Expense Ratio 1.070%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 42%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:10 PM GMT+0

Morningstar’s Analysis BMDSX

Will BMDSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BMDSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BMDSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BMDSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Typically outperforms in down markets.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

Veteran managers steer Baird Mid Cap Growth using a quality-oriented, time-tested approach. It earns a Morningstar Medalist Rating of Bronze across both share classes.

by Stephen Welch
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BMDSX

More BMDSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DexCom Inc

3.21 83.4 Mil
Healthcare

CDW Corp

2.61 67.8 Mil
Technology

IDEXX Laboratories Inc

2.48 64.5 Mil
Healthcare

Icon PLC

2.45 63.6 Mil
Healthcare

Heico Corp

2.40 62.3 Mil
Industrials

Veeva Systems Inc Class A

2.34 60.8 Mil
Healthcare

Watsco Inc Class A

2.30 59.6 Mil
Industrials

Copart Inc

2.29 59.4 Mil
Industrials

Globant SA

2.23 57.8 Mil
Technology

Floor & Decor Holdings Inc Class A

2.18 56.6 Mil
Consumer Cyclical