Baird Small/Mid Cap Value Investor (BMVSX)
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Baird Small/Mid Cap Value Investor
Baird Funds Inc
777 East Wisconsin Avenue
Milwaukee, WI 53202
866-442-2473
Management information
Michelle E. Stevens,Lead manager since 29 November 2015
Michelle E. Stevens, CFA, joined the Robert W. Baird & Co. Incorporated in December 2011 as a Managing Director and is a Senior Portfolio Manager for Baird Investment Management. From October 2008 to December 2011, Ms. Stevens was Principal and the Chief Investment Officer of Riazzi Asset Management. From June 2001 through September 2008, she was Principal, Portfolio Manager and Value Equity Chief Investment Officer at Transamerica Investment Management, LLC.
Michelle holds an MBA from the University of Cincinnati and received her BA in Economics from Wittenberg University and has earned the right to use the Chartered Financial Analyst designation.
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
CategorySmall Blend
Fund familyBaird
Net assets31.41M
YTD return16.44%
Yield0.06%
Morningstar rating★
Inception date29 Nov 2015
Fund operations
Last dividend0.01
Last cap gain0.00
Holdings turnover84.00%
Average for categoryN/A
Fees and expenses
ExpenseBMVSXCategory average
Annual report expense ratio (net)1.10%1.03%
Prospectus net expense ratio1.10%N/A
Prospectus gross expense ratio1.90%N/A
Max 12b1 fee0.25%N/A
Max front end sales loadN/A5.19%
Max deferred sales loadN/A1.22%
3-yr expense projection519N/A
5-yr expense projection952N/A
10-yr expense projection2,157N/A
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