Morningstar

Baird Intermediate Bond Fund Class Institutional BIMIX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $10.15  /  +0.10 %
  • Fund Size $13.4B
  • Adjusted Expense Ratio 0.300%
  • Net Expense Ratio 0.300%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Intermediate Core Bond
  • Fixed-Income Style Box (Funds) Medium/Limited
  • Minimum Initial Investment $10,000
  • Investment Status Open
  • TTM Yield 4.20%
  • Average Effective Duration 3.66 yrs
NAV and 1-Day Return as of

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 28.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4.38%

4.49 586M
Government

United States Treasury Notes 4.63%

4.20 549M
Government

United States Treasury Notes 4.63%

4.06 531M
Government

United States Treasury Notes 3.88%

3.27 427M
Government

United States Treasury Notes 4.38%

2.41 315M
Government

United States Treasury Notes 3.5%

2.27 297M
Government

First American Government Obligs U

2.06 269M
Cash and Equivalents

United States Treasury Notes 4%

1.97 257M
Government

United States Treasury Notes 3.5%

1.94 253M
Government

United States Treasury Notes 4.13%

1.83 239M
Government

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