Baird MidCap’s seasoned managers ply a straightforward and well-executed approach. It earns a Morningstar Analyst Rating of Bronze across all share classes.
- NAV / 1-Day Return 20.98 / 0.38 %
- Total Assets 2.2 Bil
-
Adj. Expense Ratio
- 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.
Process Pillar
People Pillar
Parent Pillar
- 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
First American Government Obligs U
2.52
54,402,109
Cash and Equivalents