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Baird Intermediate Bond Inst (BIMIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.13+0.03 (+0.30%)
At close: 08:01PM EDT

Baird Intermediate Bond Inst

Milwaukee, WI 53202

777 East Wisconsin Avenue

Baird Funds Inc

Management information
,Lead manager since 28 September 2000
Sharon has over 30 years of experience managing a broad range of fixed income portfolios. She plays a lead role in risk management and portfolio construction focusing on managing short and intermediate taxable portfolios and tax-exempt portfolios. Sharon obtained her undergraduate degree from Eastern Illinois University. She is currently a member of the CFA Institute and the CFA Society of Milwaukee. Prior to joining Baird Advisors, Sharon was an Assistant Vice President and Portfolio Manager with Firstar Investment Research and Management Company (FIRMCO) where she did quantitative fixed income analysis and portfolio management.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryIntermediate Core Bond
Fund familyBaird
Net assets9.41B
YTD return-1.18%
Yield3.51%
Morningstar rating★★★★★
Inception date28 Sept 2000

Fund operations

Last dividend0.12
Last cap gain-6.00
Holdings turnover45.00%
Average for categoryN/A

Fees and expenses

ExpenseBIMIXCategory average
Annual report expense ratio (net)0.30%0.61%
Prospectus net expense ratio0.30%N/A
Prospectus gross expense ratio0.30%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A3.78%
Max deferred sales loadN/A1.18%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A