Baird Small/Mid Cap Growth Fund Institutional Class
BSGIX
NASDAQ
| Weiss Ratings | BSGIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | BSGIX-NASDAQ | Click to Compare |
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| Provider | Baird | |||
| Manager/Tenure (Years) | Jonathan Good (6) | |||
| Website | http://www.bairdfunds.com | |||
| Fund Information | BSGIX-NASDAQ | Click to Compare |
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| Fund Name | Baird Small/Mid Cap Growth Fund Institutional Class | |||
| Category | Mid-Cap Growth | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Oct 31, 2018 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 10,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | BSGIX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | BSGIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.59% | |||
| Asset Allocation | BSGIX-NASDAQ | Click to Compare |
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| Cash | 2.58% | |||
| Stock | 97.43% | |||
| U.S. Stock | 96.04% | |||
| Non-U.S. Stock | 1.39% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | BSGIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.43% | |||
| 30-Day Total Return | 1.07% | |||
| 60-Day Total Return | -1.47% | |||
| 90-Day Total Return | -0.06% | |||
| Year to Date Total Return | -7.24% | |||
| 1-Year Total Return | 3.35% | |||
| 2-Year Total Return | 1.26% | |||
| 3-Year Total Return | 5.14% | |||
| 5-Year Total Return | 16.84% | |||
| Price | BSGIX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | BSGIX-NASDAQ | Click to Compare |
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| Nav | $16.01 | |||
| 1-Month Low NAV | $15.47 | |||
| 1-Month High NAV | $16.18 | |||
| 52-Week Low NAV | $13.74 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $18.44 | |||
| 52-Week High Price (Date) | Nov 25, 2024 | |||
| Beta / Standard Deviation | BSGIX-NASDAQ | Click to Compare |
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| Beta | 1.10 | |||
| Standard Deviation | 18.50 | |||
| Balance Sheet | BSGIX-NASDAQ | Click to Compare |
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| Total Assets | 139.66M | |||
| Operating Ratios | BSGIX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.85% | |||
| Turnover Ratio | 78.00% | |||
| Performance | BSGIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 21.64% | |||
| Last Bear Market Total Return | -15.77% | |||