Mid Cap Growth Fund
Overview
The Baird Mid Cap Growth Fund is a growth-oriented fund and is managed with a strong emphasis on risk control and long-term perspective. The investment objective of the Fund is to provide long-term growth of capital. The primary investment goal is to provide consistent, superior-to-market returns at a risk posture less than that of the market. The team does this by finding companies for inclusion in the portfolio that have better growth prospects and capital structures than peers. The hallmark of this disciplined approach is to maintain a long-term perspective while investing in established companies with proven management.
The Fund has been consistently managed by a dedicated team with extensive knowledge in the mid-cap space and an average of 20 years' investment experience.
Awards
Morningstar Medalist RatingTM
Analyst-Driven %: 100%
Data Coverage %: 100%
The Baird Mid Cap Growth Fund (Institutional Class) received a Bronze Morningstar Medalist Rating.™ The Fund’s Investor Share Class received a Bronze Morningstar Medalist Rating.™
Performance
1 Month | 3 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | |
---|---|---|---|---|---|---|---|---|
Mid Cap Growth Fund | 2.68 | 1.90 | -2.11 | -0.58 | -3.25 | 8.15 | 9.92 | 8.12 |
Russell Midcap Growth Index | 0.61 | 3.38 | 6.62 | 12.35 | -0.22 | 9.55 | 10.92 | 7.98 |
Morningstar Ratings
Category | Overall | 3 Year | 5 Year | 10 Year | |
---|---|---|---|---|---|
Mid Cap Growth Fund | Mid-Cap Growth |
(512 funds)
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(512 funds)
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(479 funds)
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(381 funds)
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Distributions
Type | Record Date | Reinvest Date | Payable Date | Amount per Share ($) | Reinvest Price ($) |
---|---|---|---|---|---|
Long Term Capital Gain | 12/13/2023 | 12/14/2023 | 12/15/2023 | 0.54813000 | 24.23 |
Portfolio Characteristics
Security | % of Fund |
---|---|
DexCom, Inc. | 2.87% |
Monolithic Power Systems, Inc. | 2.59% |
ICON Plc | 2.56% |
CDW Corporation | 2.48% |
Diamondback Energy, Inc. | 2.47% |
Tyler Technologies, Inc. | 2.45% |
IDEXX Laboratories, Inc. | 2.43% |
Copart, Inc. | 2.33% |
Burlington Stores, Inc. | 2.23% |
Broadridge Financial Solutions, Inc. | 2.23% |