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Baird Aggregate Bond Inv BAGSX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Baird Investment Hub

Morningstar’s Analysis BAGSX

Will BAGSX 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 BAGSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BAGSX 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 BAGSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Simple and effective.

Director Alec Lucas

Alec Lucas

Director

Summary

Baird Aggregate Bond’s conservative playbook means that it rarely wows in any given year, but over time its results are outstanding.

by Alec Lucas
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