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Morningstar

Baird Intermediate Bond Inst BIMIX

Morningstar Medalist Rating
Medalist Rating as of | See Baird Investment Hub
  • NAV / 1-Day Return 10.07  /  −0.19 %
  • Total Assets 9.3 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 3.41%
  • Effective Duration 3.77 years

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:10 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.

  • 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.

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 cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BIMIX

More BIMIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 3.88%

6.30 565.1 Mil
Government

United States Treasury Notes 4.38%

5.33 478.5 Mil
Government

United States Treasury Notes 1.13%

4.86 436.3 Mil
Government

United States Treasury Notes 4.13%

4.62 414.7 Mil
Government

United States Treasury Notes 4.63%

4.30 386.2 Mil
Government

United States Treasury Notes 2.38%

4.17 374.3 Mil
Government

United States Treasury Notes 1.13%

3.84 344.3 Mil
Government

United States Treasury Notes 3.5%

3.51 314.7 Mil
Government

United States Treasury Notes 4%

3.16 283.7 Mil
Government

United States Treasury Notes 4.5%

1.73 154.9 Mil
Government