Baird Chautauqua Global Growth Fund Investor Class CCGSX

Morningstar Medalist Rating
  • NAV / 1-Day Return$29.88  /  +0.67%
  • Fund Size$428.9M
  • Adjusted Expense Ratio1.050%
  • Net Expense Ratio1.050%
  • Fee Level: DistributionAbove Average
  • Share Class TypeNo Load
  • Morningstar CategoryGlobal Large-Stock Growth
  • Equity Style Box (Funds)Large Growth
  • Minimum Initial Investment$2,500
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio16%

Morningstar’s Analysis CCGSX

Will CCGSX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

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.

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Portfolio Holdings CCGSX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings42.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd ADR

6.2928M
Technology

ASML Holding NV ADR

5.4524M
Technology

Incyte Corp

4.4220M
Healthcare

Alphabet Inc Class A

4.2219M
Communication Services

Mastercard Inc Class A

3.9818M
Financial Services

Amazon.com Inc

3.7117M
Consumer Cyclical

Waste Connections Inc

3.6616M
Industrials

Charles Schwab Corp

3.6316M
Financial Services

TJX Companies Inc

3.4615M
Consumer Cyclical

Safran SA

3.3315M
Industrials

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