Baird Mutual Fund Family Data Pages

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Performance
02-28-11

Total ReturnCategory Average
Total Return 6.5 -2.2 10.2 6.6 1.0
Category Average 5.1 -6.0 12.7 6.1 0.9
Assets for Each Yr* 1.6 2.0 3.6 4.7 4.7
*billions

Trailing Returns %
02-28-11

  YTD 3 Year 5 Year    
Fund Family 1.00 4.69 5.07

Key Stats
02-28-11

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
4,716 $25,000 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.0 1.23 0.93 Below Avg
International Stock --- --- --- ---
Municipal Bond 5.0 19.93 0.43 Very Low
Taxable Bond 3.7 78.84 0.41 Very Low
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
0 0 1
0 0 1
0 0 0
Asset Allocation %
Cash 7.6
Stocks 1.2
Bonds 90.9
Other 0.3
Annual Turnover % 40
% Assets in Top 10 0.2
 
Sector Breakdown (% of stocks) 
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Top 20 US Holdings | Get Price Quotes
YTD Return through 03-15-11

  Sector YTD Return % % Net Assets  
  Scripps Networks Interactive, Inc.* Media -5.59 0.03
  Agilent Technologies, Inc.* Hardware 5.77 0.02
  Akamai Technologies, Inc.* Software -24.04 0.02
  Alliance Data Systems Corporation* Business Services 12.71 0.02
  AptarGroup, Inc.* Consumer Goods 0.61 0.02
  Apple, Inc.* Hardware 7.09 0.02
  Ansys, Inc.* Software -0.54 0.02
  Cabot Oil & Gas Corporation A* Energy 23.41 0.02
  Church & Dwight Company, Inc.* Consumer Goods 11.45 0.02
  Danaher Corporation* Industrial Materials 6.95 0.02
  Dick's Sporting Goods, Inc.* Consumer Services 6.67 0.02
  Dolby Laboratories, Inc.* Media -25.08 0.02
  Dresser-Rand Group, Inc.* Energy 18.13 0.02
  EMC Corporation* Hardware 13.49 0.02
  Ecolab, Inc.* Business Services -2.65 0.02
  Emerson Electric Co.* Industrial Materials 2.37 0.02
  Fastenal Company* Consumer Services 1.84 0.02
  Invesco Ltd* Financial Services 3.99 0.02
  J.B. Hunt Transport Services, Inc.* Business Services 4.66 0.02
  LKQ Corporation* Consumer Services 0.31 0.02
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Best 5-Year Relative Performance | More
03-15-11

Worst 5-Year Relative Performance | More
03-15-11

Highest Expenses | More
03-15-11

Fund Name Expense Ratio Analyst Report
Baird MidCap Inst 0.85 ---
Baird LargeCap Inst 0.75 ---
Baird Aggregate Bond Inst 0.30 11-05-10
Baird Core Plus Bond Inst 0.30 ---
Baird Intermediate Bond Inst 0.30 ---

Longest Manager Tenure | More
03-15-11

Fund Name Manager Name Average Manager Tenure
Baird Aggregate Bond Inst M. Sharon deGuzman 11
Baird Core Plus Bond Inst M. Sharon deGuzman 11
Baird Intermediate Bond Inst M. Sharon deGuzman 11
Baird Intermediate Muni Bd Inst M. Sharon deGuzman 10
Baird Short-Term Bond Inst M. Sharon deGuzman 7

Shortest Manager Tenure | More
03-15-11

Fund Name Manager Name Average Manager Tenure
Baird LargeCap Inst Douglas E. Guffy 5
Baird MidCap Inst Charles F. Severson 6
Baird Short-Term Bond Inst M. Sharon deGuzman 7
Baird Intermediate Muni Bd Inst M. Sharon deGuzman 10
Baird Aggregate Bond Inst M. Sharon deGuzman 11
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