2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#237 in Large Growth
U.S. News evaluated 473 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 4.73 percent over the past year, 10.58 percent over the past three years, 3.47 percent over the past five years, and 5.27 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||7.3%|
|3 Years (Annualized)||10.6%|
|5 Years (Annualized)||3.5%|
|10 Years (Annualized)||5.3%|
The investment seeks long-term capital appreciation; dividend income is a secondary consideration. The fund normally invests at least 80% of its net assets in the equity securities of large-capitalization companies, principally common stocks, preferred stocks, securities convertible into common stocks and American Depositary Receipts ("ADRs") that are traded on major U.S. exchanges. It defines large-capitalization companies as those companies with a market capitalization within the range of companies in the Russell 1000® Growth Index at the time of investment. The fund may invest up to 15% of its assets in equity securities of foreign companies.
Fees are Average compared to funds in the same category.
Baird LargeCap Fund has an expense ratio of 0.75 percent.
Risk is Average compared to funds in the same category according to Morningstar.