Morningstar

Baird Chautauqua Global Growth Fund Investor Class CCGSX

Morningstar Medalist Rating
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Medalist Rating as of See Baird Investment Hub
  • NAV / 1-Day Return $29.35  /  −0.20 %
  • Fund Size $431.1M
  • Adjusted Expense Ratio 1.050%
  • Net Expense Ratio 1.050%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Global Large-Stock Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 16%
NAV and 1-Day Return as of

Morningstar’s Analysis CCGSX

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

  • People Pillar

    The People Pillar is our evaluation of the CCGSX 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 CCGSX’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 Inv 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 CCGSX

More CCGSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd ADR

6.29 28M
Technology

ASML Holding NV ADR

5.45 24M
Technology

Incyte Corp

4.42 20M
Healthcare

Alphabet Inc Class A

4.22 19M
Communication Services

Mastercard Inc Class A

3.98 18M
Financial Services

Amazon.com Inc

3.71 17M
Consumer Cyclical

Waste Connections Inc

3.66 16M
Industrials

Charles Schwab Corp

3.63 16M
Financial Services

TJX Companies Inc

3.46 15M
Consumer Cyclical

Safran SA

3.33 15M
Industrials

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