Baird Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return0.343.664.66-0.051.92
    Category Average-0.043.074.22-0.431.92
    Assets for Each Yr*23.7432.4642.8247.0149.20
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 1.92 3.03 2.67

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $49,195 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.0 3.80 1.03 Average
    International Stock -- 0.29 1.07 Average
    Municipal Bond 2.1 4.02 0.43 Very Low
    Taxable Bond 3.8 91.89 0.40 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-19-19

      Sector YTD Return % % Net Assets  
    Euronet Worldwide Inc* Industrials 37.19 0.11
    EPAM Systems Inc* Technology 46.38 0.10
    Dollar General Corp* Consumer Defensive 8.74 0.10
    ServiceNow Inc* Technology 35.89 0.10
    Arthur J. Gallagher & Co* Financial Services 8.09 0.09
    Edwards Lifesciences Corp* Healthcare 23.63 0.09
    Cintas Corp* Industrials 22.94 0.08
    Fiserv Inc* Industrials 15.12 0.08
    O'Reilly Automotive Inc* Consumer Cyclical 8.68 0.08
    Broadridge Financial Solutions I* Industrials 7.49 0.07
    A.O. Smith Corp* Industrials 22.60 0.07
    Icon PLC* Healthcare 4.46 0.07
    East West Bancorp Inc* Financial Services 19.96 0.06
    Gartner Inc A* Technology 15.07 0.06
    Graco Inc* Industrials 16.06 0.06
    GrubHub Inc* Technology -8.08 0.06
    Hasbro Inc* Consumer Cyclical 7.77 0.06
    IDEXX Laboratories Inc* Healthcare 17.35 0.06
    Lamb Weston Holdings Inc* Consumer Defensive -4.96 0.06
    D.R. Horton Inc* Consumer Cyclical 14.63 0.05

    Worst 5-Year Relative Performance | More
    03-19-19

    Lowest Expenses | More
    03-19-19

    Highest Expenses | More
    03-19-19

    Longest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Baird Aggregate Bond M. Sharon deGuzman 18.50
    Baird Core Plus Bond M. Sharon deGuzman 18.50
    Baird Intermediate B M. Sharon deGuzman 18.50
    Baird Quality Interm M. Sharon deGuzman 18.00
    Baird Short-Term Bon M. Sharon deGuzman 14.50

    Shortest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Baird Small/Mid Cap Jonathan Good 0.40
    Chautauqua Global Gr Brian M. Beitner 2.90
    Chautauqua Internati Brian M. Beitner 2.90
    Baird Small/Mid Cap Michelle E. Stevens 3.30
    Baird Core Intermedi Joe J. Czechowicz 3.60