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Baird Core Plus Bond Inv BCOSX

Analyst rating as of
NAV / 1-Day Return
12.69  /  0.32 %
Total Assets
26.6 Bil
Adj. Expense Ratio
0.550%
Expense Ratio
0.550%
Fee Level
Below Average
Longest Manager Tenure
19.78 years
Category
US Fund Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
2,500
Status
Open
TTM Yield
2.38%
Effective Duration
5.56 years
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Morningstar’s Analysis

Will BCOSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillar’s below.

A compelling choice for the core plus bond investor.

Summary

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The stalwart team helming Baird Core Plus Bond adheres to a disciplined process and benefits from low fees. Our conviction in this strategy’s team and process is unchanged, but under our new ratings methodology both share classes are downgraded to Morningstar Analyst Ratings of Silver from Gold given the presence of other highly rated competitors in the intermediate core-plus bond Morningstar Category (its home following the split of its prior intermediate-term bond category in May 2019).

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