Baird Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return0.343.664.66-0.059.30
    Category Average-0.093.314.41-0.478.54
    Assets for Each Yr*23.7432.4642.8247.0161.91
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 9.30 3.81 3.65

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $61,907 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.0 3.46 1.03 Average
    International Stock 2.4 0.33 1.07 Average
    Municipal Bond 2.2 3.96 0.43 Very Low
    Taxable Bond 4.3 55.49 0.39 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Baird MidCap Inst Charles F. Severson 14.00
    Baird Aggregate Bond M. Sharon deGuzman 12.80
    Baird Core Plus Bond M. Sharon deGuzman 12.80
    Baird Intermediate B M. Sharon deGuzman 12.80
    Baird Short-Term Bon M. Sharon deGuzman 10.20

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Baird Small/Mid Cap Jonathan Good 0.90
    Chautauqua Global Gr Brian M. Beitner 3.40
    Chautauqua Internati Brian M. Beitner 3.40
    Baird Small/Mid Cap Michelle E. Stevens 3.80
    Baird Ultra Short Bo M. Sharon deGuzman 3.90