Morningstar

Baird Small/Mid Cap Growth Fund Institutional Class BSGIX

Medalist Rating as of Aug 31, 2026 See Baird Investment Hub

Strategy

The investment seeks to provide long-term growth of capital. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in the equity securities of U.S. and foreign small- and mid-capitalization companies, principally common stocks and American Depositary Receipts ("ADRs") that are traded on major U.S. exchanges. It may invest up to 15% of its total assets in equity securities (consisting of common stocks, ordinary shares and ADRs) of foreign companies.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BSGSX	Baird Small/Mid Cap Growth Fund Investor Class	No Load	Open			Oct 31, 2018	$95,349.00	1.100%	Above Average	$2,500	−$29,625.49
BSGIX	Baird Small/Mid Cap Growth Fund Institutional Class	Institutional	Open			Oct 31, 2018	$62.49M	0.850%	Average	$10,000	−$61.81M

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