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Morningstar

Baird Mid Cap Growth Institutional BMDIX

Morningstar Medalist Rating
Medalist Rating as of | See Baird Investment Hub
  • NAV / 1-Day Return 22.16  /  0.05 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 0.820%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield —
  • Turnover 26%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 10:11 PM GMT+0

Morningstar’s Analysis BMDIX

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

People Pillar

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

Typically outperforms in down markets.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

Veteran managers steer Baird Mid Cap Growth using a quality-oriented, time-tested approach. It earns a Morningstar Medalist Rating of Bronze across both share classes.

by Stephen Welch
Rated on Published on

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Portfolio Holdings BMDIX

More BMDIX Holdings
  • Current Portfolio Date
  • Equity Holdings 55
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 24.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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