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Morningstar

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.

An excellent team and process to match.

Director Alec Lucas

Alec Lucas

Director

Summary

Appreciation for how Baird Aggregate Bond’s’ capable and collaborative investing culture pairs with the firm’s simple but effective style earns an upgrade of the investor shares’ Morningstar Analyst Rating to Gold from Silver, while its institutional shares remain Gold.

by Alec Lucas
Rated on Published on

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