The same core of talented managers on Baird Short-Term Bond, supported by a growing group of collaborators, has helmed this strategy capably for over 15 years. A disciplined investment process, supported by low fees, earns a Morningstar Analyst Rating of Gold for this strategy’s cheaper share class and Silver for its pricier option.
Will BSBIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BSBIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the BSBIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of BSBIX’s parent organization’s priorities and whether they’re in line with investors’ interests.