The dynamic team behind Baird Short Term Bond adheres to a disciplined process and benefits from attractive fees. The strategy earns a Morningstar Analyst Rating of Gold on its cheaper share class while its pricier iteration earns a Silver.
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.