Mutual Funds - Profile

Baird MidCap Fund

US > Mid-Cap > Growth

Rank

Universe Rank
346 9

Summary

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in the equity securities of U.S. and foreign companies, principally common stocks, preferred stocks, securities convertible into common stocks and American Depositary Receipts that are traded on major U.S. exchanges.

The team favors companies demonstrating growth prospects.

In addition, the team focuses on companies More

Price

  • Last Close
  • $31.53
    +0
  • 52 Week HL
  • $31.84 - $22.16
  • Net Assets
  • $2580 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
EPAM Systems, 3.00
Monolithic Power 2.87
Five Below 2.82
Microchip Technology 2.51
Keysight Technologies 2.49
Company Holding
Align Technology 2.48
Chipotle Mexican 2.47
Generac Holdlings 2.45
Synopsys Inc 2.45
CDW Corporation 2.38
Total 25.92%

Manager

  • Name
  • Chuck Severson
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports

Performance
21.2 % YTD

  • 3 Year
  • 89.56%
  • 5 Year
  • 132.96%
  • Best
  • 40.53%
    2009
  • Worst
  • -16.06%
    2002

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
BMDSX 9%35%34%-6%24%6%-1%0%0%0%0%
S&P 500 16%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 1.3% -19.4% 18.3% 4.3% 8.6% 0.2% 4.4% 1.7% 10.1% 15.8% -
Q2 7.8% 29.4% 5.5% 4.9% 6.8% 2.2% -0.4% 1% 2.2% -5.1% -
Q3 11% 8.6% 0.8% 8.6% 3.5% 2.3% -8% -1.9% 10% 4.8% -
Q4 - 7.6% -0.1% -14.9% 4.9% 0.3% 0.6% 3.8% 7.4% -0.2% -

Returns +
M

J F M A M J J A S O N D
2021 -2.3% 3.1% 0.7% 5.7% -2% 4.1% 5.3% 4.7% 0.6% - - -
2020 0.8% -6.5% -14.5% 15.7% 8.3% 3.3% 6.6% 2.8% -0.8% 0.4% 9.8% -2.5%

Annual Return

Index Comparison

Alpha

NAV