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Morningstar

Baird Small/Mid Cap Growth Investor BSGSX

Morningstar Medalist Rating
Medalist Rating as of | See Baird Investment Hub
  • NAV / 1-Day Return 15.12  /  −1.31 %
  • Total Assets 174.0 Mil
  • 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 —
  • Turnover 48%

USD | NAV as of May 08, 2024 | 1-Day Return as of May 08, 2024, 10:14 PM GMT+0

Morningstar’s Analysis BSGSX

Will BSGSX 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 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.

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BSGSX

More BSGSX 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

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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