Skip to Content
Morningstar

Baird Ultra Short Bond Institutional BUBIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Baird Investment Hub

Morningstar’s Analysis BUBIX

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

  • People Pillar

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

Simple and effective.

Director Alec Lucas

Alec Lucas

Director

Summary

Baird Ultra Short Bond’s conservative playbook means that it rarely wows in any given year, but over time its results have served investors well.

by Alec Lucas
Rated on Published on

Unlock our full analysis with Morningstar Investor