Baird Aggregate Bond Inst
Baird Funds Inc777 East Wisconsin AvenueMilwaukee, WI 53202
Map
Phone: 866-442-2473
| Category: | Intermediate-Term Bond | | Fund Family: | Baird | | Net Assets: | 1.62B | | Year-to-Date Return: | 0.20% | | Yield: | 3.75% | | Morningstar Rating: |  | | Fund Inception Date: | Sep 28, 2000 |
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Mary Ellen Stanek
Lead Manager since Sep 28, 2000 | | | Stanek is a managing director and chief investment officer with Robert W. Baird & Co Incorporated. Prior to joining Baird, she was president and chief executive officer of Firstar Investment Research & Management Company.
Stanek holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | 25,000 | | Min Initial Investment, IRA: | N/A | | Min Initial Investment, AIP: | 100 | | Min Subsequent Investment: | 0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | 100 |
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| The investment seeks an annual rate of total return, before fund expenses, greater than the annual rate of total return of the Barclays Capital U.S. Aggregate Bond Index.
The fund normally invests at least 80% of assets in the following types of U.S. dollar-denominated debt securities: U.S. government and other public-sector entities, Asset-backed and mortgage-backed obligations of U.S. and foreign issuers and Corporate debt of U.S. and foreign issuers. It only invests in debt securities rated investment grade. |
| Last Dividend
(Apr 24, 2013)
:
| 0.03 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 19, 2013)
:
| 64.40% | | Average for Category: | 167.72% |
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| Expense | BAGIX | Category Avg |
|---|
| Annual Report Expense Ratio (net): | 0.30% | 0.89% | | Prospectus Net Expense Ratio: | 0.30% | N/A | | Prospectus Gross Expense Ratio: | 0.30% | N/A | | Max 12b1 Fee: | N/A | N/A | | Max Front End Sales Load: | N/A | 4.08% | | Max Deferred Sales Load:
| N/A | 2.32% | | 3 Yr Expense Projection*: | 97 | 430 | | 5 Yr Expense Projection*: | 169 | 664 | | 10 Yr Expense Projection*: | 381 | 1,321 |
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0.06%