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Baird Chautauqua International Gr Instl CCWIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Baird Investment Hub

Morningstar’s Analysis CCWIX

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

  • People Pillar

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

Still a worthy source of focused foreign-large-growth exposure.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

Chautauqua International Growth remains attractive after the expected retirement of one of its comanagers. The mutual fund's two share classes and its separately managed account retain their Morningstar Analyst Rating of Bronze.

by William Samuel Rocco
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