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Morningstar

Baird Core Plus Bond Inst BCOIX

Morningstar Analyst Rating
Analyst rating as of | See Baird Investment Hub
  • NAV / 1-Day Return 10.12  /  0.59 %
  • Total Assets 23.3 Bil
  • Adj. Expense Ratio
    0.300%
  • Expense Ratio 0.300%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 3.03%
  • Effective Duration 5.96 years

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis BCOIX

Will BCOIX 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 BCOIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the BCOIX 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 BCOIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An excellent team and process to match.

Director

Summary

| by Alec Lucas

Appreciation for how Baird Core Plus Bond’s capable and collaborative investing culture pairs with the firm’s simple but effective style earns an upgrade of the fund’s Morningstar Analyst Rating to Gold from Silver for its investor and institutional share classes.

Unlock our full analysis with Morningstar Investor