The dynamic team behind Baird Aggregate Bond adheres to a disciplined process and benefits from attractive fees. The strategy earns a Morningstar Analyst Rating of Gold on its cheaper share class while its pricier iteration earns a Silver.
Baird Aggregate Bond Inv BAGSX
NAV / 1-Day Return
12.11
/
0.08
%
Total Assets
33.0 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.550%
Expense Ratio
0.550%
Fee Level
Average
Longest Manager Tenure
20.31
years
Category
Intermediate Core Bond
Credit Quality / Interest Rate Sensitivity
Medium / ModerateMin. Initial Investment
2,500
Status
Open
TTM Yield
1.93%
Effective Duration
6.12
years
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
A compelling candidate for the core bond investor.
