Morningstar

Baird Equity Opportunity Fund Institutional Class BSVIX

Morningstar Medalist Rating
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Medalist Rating as of See Baird Investment Hub
  • NAV / 1-Day Return $15.05  /  +0.27 %
  • Fund Size $71.0M
  • Adjusted Expense Ratio 1.250%
  • Net Expense Ratio 1.250%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $10,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 69%
NAV and 1-Day Return as of

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 47.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs U

12.11 9M
Cash and Equivalents

NCR Voyix Corp

7.13 6M
Technology

NeoGenomics Inc

5.34 4M
Healthcare

Sportradar Group AG Class A

5.27 4M
Technology

RBC Bearings Inc

5.15 4M
Industrials

HealthEquity Inc

4.56 4M
Healthcare

Norwegian Cruise Line Holdings Ltd

4.45 3M
Consumer Cyclical

Hayward Holdings Inc

4.14 3M
Industrials

BILL Holdings Inc Ordinary Shares

4.10 3M
Technology

State Street® SPDR® S&P® Biotech ETF

3.95 3M
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