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Morningstar

Baird Intermediate Bond Inv BIMSX

Morningstar Medalist Rating
Medalist Rating as of | See Baird Investment Hub
  • NAV / 1-Day Return 10.66  /  +0.09 %
  • Total Assets 9.2 Bil
  • Adj. Expense Ratio
    0.550%
  • Expense Ratio 0.550%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Intermediate Core Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 3.00%
  • Effective Duration 3.77 years

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:09 PM GMT+0

Morningstar’s Analysis BIMSX

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

  • People Pillar

    The People Pillar is our evaluation of the BIMSX 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 BIMSX’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 Inv's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BIMSX

More BIMSX 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