Morningstar

Baird Mid Cap Growth Fund Investor Class BMDSX

Morningstar Medalist Rating
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Medalist Rating as of See Baird Investment Hub
  • NAV / 1-Day Return $17.59  /  +0.29 %
  • Fund Size $417.6M
  • Adjusted Expense Ratio 1.100%
  • Net Expense Ratio 1.070%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 63%
NAV and 1-Day Return as of

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 27.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Illumina Inc

3.39 15M
Healthcare

Victoria's Secret & Co

3.21 14M
Consumer Cyclical

Fastenal Co

3.08 14M
Industrials

Twilio Inc Class A

2.97 13M
Technology

Repligen Corp

2.79 12M
Healthcare

Datadog Inc Class A

2.63 12M
Technology

Veeva Systems Inc Class A

2.49 11M
Healthcare

MSCI Inc

2.42 11M
Financial Services

West Pharmaceutical Services Inc

2.37 11M
Healthcare

DexCom Inc

2.28 10M
Healthcare

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