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Morningstar

Baird Chautauqua Global Growth Instl CCGIX

Morningstar Medalist Rating
Medalist Rating as of | See Baird Investment Hub
  • NAV / 1-Day Return 21.86  /  −0.32 %
  • Total Assets 342.2 Mil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 0.38%
  • Turnover 14%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:14 PM GMT+0

Morningstar’s Analysis CCGIX

Will CCGIX 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 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.

A sound investment process and strong management team underpin Baird Chautauqua Global Growth Instl's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CCGIX

More CCGIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novo Nordisk A/S ADR

4.66 14.9 Mil
Healthcare

Mastercard Inc Class A

4.26 13.6 Mil
Financial Services

Alphabet Inc Class A

3.96 12.6 Mil
Communication Services

Constellation Software Inc

3.92 12.5 Mil
Technology

Fairfax Financial Holdings Ltd Shs Subord.Vtg

3.50 11.2 Mil
Financial Services

Regeneron Pharmaceuticals Inc

3.30 10.5 Mil
Healthcare

NVIDIA Corp

3.26 10.4 Mil
Technology

ASML Holding NV ADR

3.25 10.4 Mil
Technology

Waste Connections Inc

3.20 10.2 Mil
Industrials

PT Bank Rakyat Indonesia (Persero) Tbk Registered Shs Series -B-

3.06 9.8 Mil
Financial Services