Morningstar

Baird Chautauqua Global Growth Fund Institutional Class CCGIX

Morningstar Medalist Rating
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Medalist Rating as of See Baird Investment Hub
  • NAV / 1-Day Return $29.77  /  −0.17 %
  • Fund Size $431.1M
  • Adjusted Expense Ratio 0.800%
  • Net Expense Ratio 0.800%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Global Large-Stock Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $10,000
  • Investment Status Open
  • TTM Yield 0.30%
  • Turnover Ratio 16%
NAV and 1-Day Return as of

Morningstar’s Analysis CCGIX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Baird Chautauqua Global Growth Instl holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings CCGIX

More CCGIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.2
Top 10 Holdings
% Portfolio Weight
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