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Baird Mid Cap Growth Investor BMDSX

Medalist Rating as of | See Baird Investment Hub
  • NAV / 1-Day Return 20.98  /  0.38 %
  • Total Assets 2.2 Bil
  • Adj. Expense Ratio
    1.060%
  • Expense Ratio 1.070%
  • Distribution Fee Level 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 26%

Morningstar’s Analysis BMDSX

Will BMDSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A solid offering in turbulent times.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

Baird MidCap’s seasoned managers ply a straightforward and well-executed approach. It earns a Morningstar Analyst Rating of Bronze across all share classes.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BMDSX

  • Current Portfolio Date Apr 30, 2023
  • Equity Holdings 56
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 22.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
2.64
57,091,562
Healthcare

First American Government Obligs U

2.52
54,402,109
Cash and Equivalents
2.36
51,119,675
Healthcare
2.36
50,961,638
Industrials
2.30
49,731,044
Consumer Cyclical
2.26
48,906,555
Industrials
2.18
47,217,510
Technology
2.12
45,832,933
Consumer Cyclical
2.10
45,455,447
Industrials
2.09
45,240,872
Healthcare