Baird MidCap Fund

Scorecard
4 / 5 Stars
Lipper
5 4 4 4 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A- (Buy)

U.S. News evaluated 221 Mid-Cap Growth 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 22.58 percent over the past year, 15.27 percent over the past three years, 24.89 percent over the past five years, and 9.42 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 1.7%
1 Year 22.6%
3 Years (Annualized) 15.3%
5 Years (Annualized) 24.9%
10 Years (Annualized) 9.4%

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Summary

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

Fees are Low compared to funds in the same category.
Baird MidCap Fund has an expense ratio of 1.10 percent.

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Risk

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

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Mid-Cap Growths

Highest Returns (10-year)

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