Morningstar

Baird Equity Opportunity Fund Institutional Class BSVIX

Morningstar Medalist Rating
Medalist Rating as of | See Baird Investment Hub
  • NAV / 1-Day Return 15.17  /  +0.20 %
  • Total Assets 74.7M
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 69%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:55 AM GMT+0

Morningstar’s Analysis BSVIX

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

  • People Pillar

    The People Pillar is our evaluation of the BSVIX 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 BSVIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Baird Equity Opportunity Institutional holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BSVIX

More BSVIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Sportradar Group AG Class A

6.95 5M
Technology

First American Government Obligs U

6.31 4M
Cash and Equivalents

Globalstar Inc

6.18 4M
Communication Services

NCR Voyix Corp

5.50 4M
Technology

RBC Bearings Inc

5.43 4M
Industrials

BILL Holdings Inc Ordinary Shares

5.37 4M
Technology

HealthEquity Inc

4.57 3M
Healthcare

Mister Car Wash Inc

4.21 3M
Consumer Cyclical

Norwegian Cruise Line Holdings Ltd

4.08 3M
Consumer Cyclical

State Street® SPDR® S&P® Biotech ETF

3.89 3M
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