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Baird Core Plus Bond Inv BCOSX

Analyst rating as of
NAV / 1-Day Return
12.30  /  0.24 %
Total Assets
30.5 Bil
Adj. Expense Ratio
0.550%
Expense Ratio
0.550%
Fee Level
Average
Longest Manager Tenure
21.06 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
2,500
Status
Open
TTM Yield
1.99%
Effective Duration
6.49 years
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Morningstar’s Analysis

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Manager Retirement on Baird Core Plus Bond; Ratings Unchanged

Senior Analyst

Analyst Note

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Daniel Tranchita, a portfolio manager on several Baird fixed-income strategies, announced his retirement from the firm effective June 30, 2021. A firm veteran who was named on this strategy since inception, he is retiring from the industry to spend more time on personal affairs. Tranchita, who formerly led the firm’s structured products research, leaves behind a well-resourced team that has grown in recent years. Meghan Dean, named to this strategy in May 2019, and Patrick Brown, named in May 2021, will succeed him as co-leads of structured product research following Tranchita’s retirement. Given that he has a supporting role on this strategy and that the rest of the portfolio management team remains stable, the strategy retains its Above Average People Pillar rating and overall Morningstar Analyst Ratings.

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