Morningstar

Baird Chautauqua Global Growth Fund Investor Class CCGSX

Morningstar Medalist Rating
Medalist Rating as of | See Baird Investment Hub
  • NAV / 1-Day Return 30.17  /  +0.40 %
  • Total Assets 462.9M
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 16%

USD | NAV as of Aug 10, 2026 | 1-Day Return as of Aug 10, 2026, 10:45 PM GMT+0

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 38.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs U

4.77 20M
Cash and Equivalents

Taiwan Semiconductor Manufacturing Co Ltd ADR

4.77 20M
Technology

Mastercard Inc Class A

4.05 17M
Financial Services

ASML Holding NV ADR

3.88 16M
Technology

Charles Schwab Corp

3.81 16M
Financial Services

Incyte Corp

3.78 16M
Healthcare

TJX Companies Inc

3.76 16M
Consumer Cyclical

Waste Connections Inc

3.72 16M
Industrials

Alphabet Inc Class A

3.59 15M
Communication Services

Safran SA

3.44 14M
Industrials

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