BAGIX – Baird Aggregate Bond Inst Investment Strategy | Morningstar

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Strategy

The investment seeks an annual rate of total return, before fund expenses, greater than the annual rate of total return of the Bloomberg U.S. Aggregate Index. The fund normally invests at least 80% of its net assets in 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BAGSX	Baird Aggregate Bond Fund Class Investor	No Load	Open			Sep 29, 2000	$691.47M	0.550%	Average	$2,500	−$156.86M
BAGIX	Baird Aggregate Bond Fund Class Institutional	Institutional	Open			Sep 29, 2000	$54.97B	0.300%	Low	$10,000	$1.10B

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