Baird Small/Mid Cap Growth Institutional (BSGIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Baird Small/Mid Cap Growth Institutional
Milwaukee, WI 53202
777 East Wisconsin Avenue
Baird Funds Inc
Management information
,Lead manager since 30 October 2018
Jonathan joined Baird in 2006 and has 24 years of investment experience. He is the Senior Portfolio Manager for the Small/Mid Cap Growth strategy and a Senior Research Analyst covering healthcare for the growth strategies. Before joining Baird Equity Asset Management, Jonathan worked at Gartmore Global Investments as an equity analyst for their Global Health Sciences Fund. Prior to joining Gartmore, he spent five years at William Blair & Company as an equity research associate covering Biotech, Lifesciences, Diagnostics and Orthopedics. Jonathan earned a degree in Applied and Biomedical Sciences from the University of Pennsylvania and his MBA from the Kellogg School of Management at Northwestern University.
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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
CategoryMid-Cap Growth
Fund familyBaird
Net assets168.48M
YTD return-3.12%
Yield0.00%
Morningstar rating★★★
Inception date30 Oct 2018
Fund operations
Last dividendN/A
Last cap gain-3.00
Holdings turnover48.00%
Average for categoryN/A
Fees and expenses
ExpenseBSGIXCategory average
Annual report expense ratio (net)1.10%1.09%
Prospectus net expense ratio1.10%N/A
Prospectus gross expense ratio1.17%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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