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Morningstar

Baird Small/Mid Cap Growth Institutional BSGIX

Morningstar Medalist Rating
Medalist Rating as of | See Baird Investment Hub
  • NAV / 1-Day Return 14.73  /  0.89 %
  • Total Assets 159.7 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield —
  • Turnover 39%

USD | NAV as of Sep 27, 2023 | 1-Day Return as of Sep 27, 2023, 10:12 PM GMT+0

Morningstar’s Analysis BSGIX

Will BSGIX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BSGIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the BSGIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of BSGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Baird Small/ Mid Cap Growth Institutional's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings BSGIX

More BSGIX Holdings
  • Current Portfolio Date
  • Equity Holdings 58
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 25.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs U

3.71
6,545,884
Cash and Equivalents

Pool Corp

3.07
5,425,536
Industrials

PTC Inc

3.06
5,400,996
Technology

Watsco Inc Class A

2.94
5,186,085
Industrials

Five Below Inc

2.51
4,430,208
Consumer Cyclical

Icon PLC

2.36
4,167,832
Healthcare

Inspire Medical Systems Inc

2.34
4,129,421
Healthcare

Lamb Weston Holdings Inc

2.31
4,072,793
Consumer Defensive

Deckers Outdoor Corp

2.27
4,008,633
Consumer Cyclical

Lattice Semiconductor Corp

2.23
3,930,512
Technology