Baird Chautauqua International Growth Fund Institutional Class CCWIX

Morningstar Medalist Rating
  • NAV / 1-Day Return$22.94  /  +0.31%
  • Fund Size$1.2B
  • Adjusted Expense Ratio0.800%
  • Net Expense Ratio0.800%
  • Fee Level: DistributionAverage
  • Share Class TypeInstitutional
  • Morningstar CategoryForeign Large Growth
  • Equity Style Box (Funds)Large Growth
  • Minimum Initial Investment$10,000
  • Investment StatusOpen
  • TTM Yield0.79%
  • Turnover Ratio17%

Morningstar’s Analysis CCWIX

Will CCWIX outperform in the future?

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

Still an attractive focused-foreign-stock vehicle for the long haul.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

Baird Chautauqua International Growth still has significant advantages over its foreign large-growth rivals. The strategy retains its Above Average People and Process ratings, and it remains an appealing source of concentrated international equity exposure for long-term investors who can handle rough spells.

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Portfolio Holdings CCWIX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings51.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd ADR

9.98130M
Technology

ASML Holding NV ADR

6.5786M
Technology

Keyence Corp

5.2769M
Technology

Waste Connections Inc

5.1467M
Industrials

DBS Group Holdings Ltd

4.6260M
Financial Services

Safran SA

4.1254M
Industrials

Recruit Holdings Co Ltd

4.0152M
Communication Services

Fanuc Corp

4.0152M
Industrials

BeOne Medicines Ltd ADR

3.9251M
Healthcare

Genmab AS

3.9051M
Healthcare

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