Morningstar

Baird Chautauqua International Growth Fund Investor Class CCWSX

Morningstar Medalist Rating
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Medalist Rating as of See Baird Investment Hub
  • NAV / 1-Day Return $22.11  /  −0.32 %
  • Fund Size $1.2B
  • Adjusted Expense Ratio 1.050%
  • Net Expense Ratio 1.050%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Foreign Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.33%
  • Turnover Ratio 17%
NAV and 1-Day Return as of

Morningstar’s Analysis CCWSX

Will CCWSX 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 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 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.

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 51.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd ADR

9.98 130M
Technology

ASML Holding NV ADR

6.57 86M
Technology

Keyence Corp

5.27 69M
Technology

Waste Connections Inc

5.14 67M
Industrials

DBS Group Holdings Ltd

4.62 60M
Financial Services

Safran SA

4.12 54M
Industrials

Recruit Holdings Co Ltd

4.01 52M
Communication Services

Fanuc Corp

4.01 52M
Industrials

BeOne Medicines Ltd ADR

3.92 51M
Healthcare

Genmab AS

3.90 51M
Healthcare

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