Morningstar

Baird Small/Mid Cap Growth Fund Investor Class BSGSX

Morningstar Medalist Rating
Medalist Rating as of | See Baird Investment Hub
  • NAV / 1-Day Return 16.47  /  +0.86 %
  • Total Assets 72.8M
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.100%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 58%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 1:03 AM GMT+0

Morningstar’s Analysis BSGSX

Will BSGSX 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 BSGSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BSGSX 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 BSGSX’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 Investor 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
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BSGSX

More BSGSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs U

3.60 3M
Cash and Equivalents

Neurocrine Biosciences Inc

3.26 3M
Healthcare

Curtiss-Wright Corp

3.24 3M
Industrials

Twist Bioscience Corp

3.05 2M
Healthcare

Victoria's Secret & Co

2.73 2M
Consumer Cyclical

Dutch Bros Inc Class A

2.66 2M
Consumer Cyclical

FTAI Aviation Ltd

2.62 2M
Industrials

Twilio Inc Class A

2.51 2M
Technology

UL Solutions Inc Class A common stock

2.28 2M
Industrials

Woodward Inc

2.24 2M
Industrials

Sponsor Center