Baird LargeCap Inst
777 East Wisconsin Avenue Milwaukee WI 53202
Map
Phone: 866-442-2473
| Category: | Large Growth | | Fund Family: | Baird | | Net Assets: | 19.14M | | Year-to-Date Return: | 26.52% | | Yield: | 0.39% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Sep-00 |
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J. Bary Morgan
Lead Manager since
29-Sep-00 | | | Morgan is a managing director and senior portfolio manager with Robert W. Baird & Co, his employer since 1992. He is also a chief investment officer of Baird Investment Management. Morgan earned the Chartered Financial Analyst designation in 1995. |
| Min Initial Investment: | $25,000 | | Min Initial Investment, IRA: | NaN | | 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 long-term capital appreciation; dividend income is a secondary consideration. The fund normally invests at least 80% of assets in the equity securities of large-capitalization companies with a market capitalization in excess of $5 billion at the time of investment. It may invest up to 20% of assets in cash or similar short-term, investment grade securities. The fund may invest up to 15% of assets in ADRs and mid-capitalization companies with a market capitalization similar to that of companies in the Standard & Poor's MidCap 400 Index. |
| Last Dividend
(26-Dec-08):
| 0.03 | | Last Cap Gain
(26-Dec-00):
| 0.00 | | Annual Holdings Turnover
| 43.00% | | Average for Category:
| 110.55% |
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| Expense | BHGIX | Category
Avg | | Total Expense Ratio: | 0.75%
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 330 | $672 | | 5 Yr Expense Projection*: |
$ 603 | $1,053 | | 10 Yr Expense Projection*: |
$ 1,383 | $2,074 |
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0.34% Nasdaq 0.00%
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