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Morningstar

Baird Chautauqua International Gr Inv CCWSX

Morningstar Medalist Rating
Medalist Rating as of | See Baird Investment Hub
  • NAV / 1-Day Return 17.32  /  −0.17 %
  • Total Assets 901.8 Mil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.15%
  • Turnover 12%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:14 PM GMT+0

Morningstar’s Analysis CCWSX

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

  • People Pillar

    The People Pillar is our evaluation of the CCWSX 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 CCWSX’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
Rated on Published on

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Portfolio Holdings CCWSX

More CCWSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.1
Top 10 Holdings
% Portfolio Weight
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