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Baird Mid Cap Growth Investor BMDSX

Medalist Rating as of | See Baird Investment Hub
  • NAV / 1-Day Return 21.54  /  −0.09 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
    1.070%
  • 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
  • Turnover 42%

USD | NAV as of Jun 20, 2024 | 1-Day Return as of Jun 20, 2024, 10:10 PM GMT+0

Morningstar’s Analysis BMDSX

Will BMDSX outperform in future?

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

Industry veterans at the helm.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

Baird Mid Cap Growth’s experienced and adept managers ply a straightforward, quality-oriented approach, making it a solid choice for investors seeking US mid-cap growth exposure.

Rated on Published on

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Portfolio Holdings BMDSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 25.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Heico Corp

3.04 70.0 Mil
Industrials

DexCom Inc

3.00 69.2 Mil
Healthcare

Icon PLC

2.59 59.7 Mil
Healthcare

First American Government Obligs U

2.58 59.4 Mil
Cash and Equivalents

IDEXX Laboratories Inc

2.50 57.6 Mil
Healthcare

CDW Corp

2.49 57.4 Mil
Technology

Diamondback Energy Inc

2.38 54.8 Mil
Energy

Tyler Technologies Inc

2.33 53.6 Mil
Technology

Monolithic Power Systems Inc

2.30 52.9 Mil
Technology

Copart Inc

2.29 52.7 Mil
Industrials