Baird Aggregate Bond Fund

Scorecard
3 / 5 Stars
Lipper
5 5 4 4 2
Zacks Investment Research
2 (Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B+ (Buy)

U.S. News evaluated 280 Intermediate-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 0.65 percent over the past year, 4.94 percent over the past three years, 7.24 percent over the past five years, and 4.73 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 2.4%
1 Year 0.6%
3 Years (Annualized) 4.9%
5 Years (Annualized) 7.2%
10 Years (Annualized) 4.7%

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Summary

The investment seeks an annual rate of total return, before fund expenses, greater than the annual rate of total return of the Barclays U.S. Aggregate Bond Index. The fund normally invests at least 80% of assets in the following types of U.S. dollar-denominated debt securities: U.S. government and other public-sector entities, Asset-backed and mortgage-backed obligations of U.S. and foreign issuers and Corporate debt of U.S. and foreign issuers. It only invests in debt securities rated investment grade at the time of purchase by at least one major rating agency or, if unrated, determined by Robert W. Baird & Co. Incorporated to be investment grade.

Fees

Fees are Above Average compared to funds in the same category.
Baird Aggregate Bond Fund has an expense ratio of 0.55 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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