Morningstar

Baird Core Plus Bond Fund Class Institutional BCOIX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $9.86  /  +0.61 %
  • Fund Size $46.1B
  • Adjusted Expense Ratio 0.300%
  • Net Expense Ratio 0.300%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Intermediate Core-Plus Bond
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Minimum Initial Investment $10,000
  • Investment Status Open
  • TTM Yield 4.57%
  • Average Effective Duration 5.57 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis BCOIX

Will BCOIX outperform in the 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.

Consistent and excellent.

Director Alec Lucas

Alec Lucas

Director

Summary

Strong execution and a process whose incremental advantages add up make Baird Core Plus Bond a top choice in the intermediate core-plus bond Morningstar Category.

by Alec Lucas
Rated on Published on

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Portfolio Holdings BCOIX

More BCOIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4.25%

2.75 1B
Government

First American Government Obligs U

1.81 820M
Cash and Equivalents

United States Treasury Bonds 1.75%

1.41 637M
Government

United States Treasury Bonds 1.13%

1.32 598M
Government

United States Treasury Bonds 4.63%

1.26 568M
Government

United States Treasury Bonds 4.25%

1.17 528M
Government

United States Treasury Bonds 3.38%

1.15 522M
Government

United States Treasury Notes 3.5%

1.11 504M
Government

United States Treasury Bonds 3.88%

1.07 484M
Government

United States Treasury Bonds 2.88%

1.05 474M
Government

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