Morningstar

Baird Small/Mid Cap Growth Fund Institutional Class BSGIX

Morningstar Medalist Rating
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Medalist Rating as of See Baird Investment Hub
  • NAV / 1-Day Return $15.67  /  +0.51 %
  • Fund Size $62.6M
  • Adjusted Expense Ratio 0.850%
  • Net Expense Ratio 0.850%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $10,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 58%
NAV and 1-Day Return as of

Morningstar’s Analysis BSGIX

Will BSGIX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Baird Small/Mid Cap Growth Institutional 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.

by Morningstar Automated Analysis
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Portfolio Holdings BSGIX

More BSGIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs U

4.45 3M
Cash and Equivalents

Twilio Inc Class A

4.02 3M
Technology

Illumina Inc

3.28 2M
Healthcare

Victoria's Secret & Co

3.26 2M
Consumer Cyclical

Curtiss-Wright Corp

2.64 2M
Industrials

Glaukos Corp

2.62 2M
Healthcare

DexCom Inc

2.56 2M
Healthcare

Repligen Corp

2.31 1M
Healthcare

Littelfuse Inc

2.29 1M
Technology

Twist Bioscience Corp

2.29 1M
Healthcare

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