Baird Mid Cap Growth Fund Investor Class BMDSX

Morningstar Medalist Rating
  • NAV / 1-Day Return$18.07  /  +0.83%
  • Fund Size$386.5M
  • Adjusted Expense Ratio1.100%
  • Net Expense Ratio1.070%
  • Fee Level: DistributionAbove Average
  • Share Class TypeNo Load
  • Morningstar CategoryMid-Cap Growth
  • Equity Style Box (Funds)Mid Growth
  • Minimum Initial Investment$2,500
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio63%

Morningstar’s Analysis BMDSX

Will BMDSX outperform in the future?

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

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.

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Portfolio Holdings BMDSX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings27.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Illumina Inc

3.3915M
Healthcare

Victoria's Secret & Co

3.2114M
Consumer Cyclical

Fastenal Co

3.0814M
Industrials

Twilio Inc Class A

2.9713M
Technology

Repligen Corp

2.7912M
Healthcare

Datadog Inc Class A

2.6312M
Technology

Veeva Systems Inc Class A

2.4911M
Healthcare

MSCI Inc

2.4211M
Financial Services

West Pharmaceutical Services Inc

2.3711M
Healthcare

DexCom Inc

2.2810M
Healthcare

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