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Baird Mid Cap Growth Institutional BMDIX

Medalist Rating as of | See Baird Investment Hub
  • NAV / 1-Day Return 25.84  /  0.00
  • Total Assets 2.6 Bil
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 0.820%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield
  • Turnover 42%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:12 PM GMT+0

Morningstar’s Analysis BMDIX

Will BMDIX outperform in future?

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

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.

Rated on Published on

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Portfolio Holdings BMDIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 24.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

IDEXX Laboratories Inc

3.05 77.9 Mil
Healthcare

Icon PLC

2.87 73.5 Mil
Healthcare

DexCom Inc

2.71 69.2 Mil
Healthcare

First American Government Obligs U

2.68 68.6 Mil
Cash and Equivalents

CDW Corp

2.55 65.3 Mil
Technology

Globant SA

2.50 63.9 Mil
Technology

Heico Corp

2.47 63.0 Mil
Industrials

Veeva Systems Inc Class A

2.32 59.2 Mil
Healthcare

Copart Inc

2.13 54.5 Mil
Industrials

Watsco Inc Class A

2.13 54.4 Mil
Industrials