2 / 5 Stars
2 2 4 4 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#304 in Large Growth
U.S. News evaluated 468 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 23.24 percent over the past year, 12.09 percent over the past three years, 18.80 percent over the past five years, and 5.27 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.2%|
|3 Years (Annualized)||12.1%|
|5 Years (Annualized)||18.8%|
|10 Years (Annualized)||5.3%|
The investment seeks to provide long-term growth of capital. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in the equity securities of large-capitalization companies, principally common stocks and American Depositary Receipts ("ADRs") that are traded on major U.S. exchanges. It may also invest in shares of exchange-traded funds ("ETFs") that principally invest in large-capitalization companies such as, without limitation, the iShares S&P Index Fund or SPDR S&P 500 ETF.
Fees are Average compared to funds in the same category.
Baird LargeCap Fund has an expense ratio of 0.75 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.