The dynamic team behind Baird Aggregate Bond adheres to a disciplined process, and the strategy benefits from attractive fees. It earns a Morningstar Analyst Rating of Gold on its cheaper share class and Silver on its more-expensive class.
Will BAGIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BAGIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the BAGIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of BAGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.