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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 15.27  /  +0.20 %
  • Total Assets 172.6 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Small Growth
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield —
  • Turnover 48%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:10 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 sound investment process and strong management team 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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs U

3.52 6.5 Mil
Cash and Equivalents

PTC Inc

3.32 6.1 Mil
Technology

BWX Technologies Inc

3.17 5.8 Mil
Industrials

Kadant Inc

3.12 5.7 Mil
Industrials

RBC Bearings Inc

2.68 4.9 Mil
Industrials

Watsco Inc Class A

2.54 4.7 Mil
Industrials

Trex Co Inc

2.52 4.6 Mil
Industrials

IDEX Corp

2.45 4.5 Mil
Industrials

Pool Corp

2.42 4.4 Mil
Industrials

The Descartes Systems Group Inc

2.38 4.4 Mil
Technology