Morningstar

Baird Intermediate Bond Fund Class Institutional BIMIX

Morningstar Medalist Rating
Medalist Rating as of | See Baird Investment Hub
  • NAV / 1-Day Return 10.38  /  −0.38 %
  • Total Assets 13.1B
  • 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 4.06%
  • Effective Duration 3.74 years

USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:45 AM GMT+0

Morningstar’s Analysis BIMIX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Baird Intermediate Bond Inst holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings BIMIX

More BIMIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4.63%

4.94 617M
Government

United States Treasury Notes 4.63%

4.76 594M
Government

United States Treasury Notes 3.88%

3.65 455M
Government

United States Treasury Notes 1.13%

2.93 365M
Government

United States Treasury Notes 4.38%

2.69 336M
Government

United States Treasury Notes 3.75%

2.46 307M
Government

United States Treasury Notes 4%

2.46 307M
Government

United States Treasury Notes 3.5%

2.38 297M
Government

United States Treasury Notes 4%

2.34 292M
Government

First American Government Obligs U

2.11 263M
Cash and Equivalents

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