4 / 5 Stars
5 5 4 4 3
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#9 in Mid-Cap Growth
U.S. News evaluated 223 Mid-Cap 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 28.31 percent over the past year, 17.34 percent over the past three years, 27.77 percent over the past five years, and 9.90 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.7%|
|3 Years (Annualized)||17.3%|
|5 Years (Annualized)||27.8%|
|10 Years (Annualized)||9.9%|
The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets in the equity securities of U.S. and foreign mid-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 mid-capitalization companies as those companies with a market capitalization within the range of companies in the Russell Midcap® Growth Index at the time of investment. The fund may invest up to 15% of its total assets in equity securities of foreign companies.
Fees are Low compared to funds in the same category.
Baird MidCap Fund has an expense ratio of 0.85 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.