The Strength of Baird Equity Asset Management

Through many market cycles, institutional and individual investors have trusted and relied on Baird Equity Asset Management to help them achieve their objectives.

Our value to individual and institutional investors is the sum of who we are, what we do and how we do it:

  • Experienced, independent portfolio teams with specialized expertise and knowledge in focused areas of the equity markets
  • Research-driven, risk-managed investment processes honed over decades of managing portfolios in various market environments
  • The financial strength and operational support of Baird, which enables our investment teams to focus on delivering performance-driven equity asset management solutions for clients

Our time-tested approach and deep market expertise are available to investors through the line up of equity funds we manage:

Fund NameYTD1-Year3-Year5-Year10-YearSince InceptionInception DateLatest Commentary
Global Growth Fund 37.75 37.75 21.20 4/15/16 Q4 2017 Global Growth Comments
MSCI AC World Index 23.97 23.97 17.34
International Growth Fund 36.11 36.11 16.69 4/15/16 Q4 2017 International Growth Comments
MSCI AC World Index ex-U.S. 27.19 27.19 17.10
MidCap Fund 26.88 26.88 8.84 12.44 8.71 7.35 12/29/00 Q4 2017 Mid Cap Growth Comments
Russell Midcap Growth Index 25.27 25.27 10.30 15.30 9.10 6.99
Small/Mid Cap Value Fund 21.48 21.48 11.78 11/30/15 Q4 2017 Small/Mid Cap Value Comments
Russell 2500 Value Total Return 10.36 10.36 14.18
SmallCap Value Fund 18.05 18.05 8.84 12.61 11.72 5/1/12 Q4 2017 SmallCap Value Comments
Russell 2000 Value Index 7.84 7.84 9.55 13.01 12.78

*Data as of 12/31/2017

Performance data represents past performance and does not guarantee future results. The investment return and principal value of the investment will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Current performance data may be lower or higher than the data quoted. For performance data to the most recent month end, contact Baird directly at 888-444-9012 or www.bairdassetmanagement.com/baird-funds.

To read the fund's prospectus or to obtain the fund's performance current to the most recent quarter, SEC 30-day yield information, any sales charges, maximum sales charges, loads, fees, total annual operating expense ratio, gross of any fee waivers or expense reimbursements as stated in the fee table, please visit the fund's webpage here.