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Baird Intermediate Bond Inst BIMIX

Medalist Rating as of | See Baird Investment Hub
  • NAV / 1-Day Return 10.23  /  +0.20 %
  • Total Assets 8.8 Bil
  • Adj. Expense Ratio
    0.300%
  • Expense Ratio 0.300%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Intermediate Core Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 3.26%
  • Effective Duration 3.78 years

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:14 PM GMT+0

Morningstar’s Analysis BIMIX

Will BIMIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A strong management team and sound investment process underpin Baird Intermediate Bond Inst's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

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Portfolio Holdings BIMIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 40.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 1.13%

5.76 473.3 Mil
Government

United States Treasury Notes 2.38%

5.39 442.7 Mil
Government

United States Treasury Notes 3.88%

5.24 431.0 Mil
Government

United States Treasury Notes 1.13%

4.97 408.3 Mil
Government

United States Treasury Notes 4.13%

3.97 326.0 Mil
Government

United States Treasury Notes 2.25%

3.73 306.3 Mil
Government

United States Treasury Notes 4%

3.48 286.0 Mil
Government

United States Treasury Notes 4.38%

2.70 222.3 Mil
Government

United States Treasury Notes 3.5%

2.61 214.5 Mil
Government

United States Treasury Notes 3.13%

2.48 203.6 Mil
Government