Morningstar

Baird Mid Cap Growth Fund Investor Class BMDSX

Morningstar Medalist Rating
Medalist Rating as of | See Baird Investment Hub
  • NAV / 1-Day Return 18.21  /  −0.49 %
  • Total Assets 617.4M
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.070%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 63%

USD | NAV as of Jul 20, 2026 | 1-Day Return as of Jul 20, 2026, 10:45 PM GMT+0

Morningstar’s Analysis BMDSX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Baird Mid Cap Growth Investor holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings BMDSX

More BMDSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Woodward Inc

3.33 21M
Industrials

Twilio Inc Class A

3.08 20M
Technology

Illumina Inc

3.03 19M
Healthcare

Victoria's Secret & Co

2.84 18M
Consumer Cyclical

Fastenal Co

2.81 18M
Industrials

XPO Inc

2.80 18M
Industrials

Hubbell Inc

2.67 17M
Industrials

Dutch Bros Inc Class A

2.64 17M
Consumer Cyclical

Heico Corp

2.46 16M
Industrials

Ferguson Enterprises Inc

2.41 15M
Industrials

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