Baird LargeCap Inst
Baird Funds Inc777 East Wisconsin AvenueMilwaukee, WI 53202
Map
Phone: 866-442-2473
| Category: | Large Growth | | Fund Family: | Baird | | Net Assets: | 26.89M | | Year-to-Date Return: | 4.46% | | Yield: | 0.35% | | Morningstar Rating: |  | | Fund Inception Date: | Sep 28, 2000 |
|
Douglas E. Guffy
Lead Manager since Jul 31, 2005 | | | Guffy is a vice president of Robert W. Baird & Co. Incorporated, his employer since April 2004. Previously, he had been a portfolio manager at American Express Financial Corp. He also served as a group director of Research and a research analyst during his nine years at American Express. Before joining American Express, he was an equity analyst for Banc One Investment Advisors. |
| Min Initial Investment: | 25,000 | | Min Initial Investment, IRA: | N/A | | Min Initial Investment, AIP: | 100 | | Min Subsequent Investment: | N/A | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | 100 |
|
| |
| The investment seeks long-term capital appreciation; dividend income is a secondary consideration.
The fund normally invests at least 80% of its net assets in the equity securities of large-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 large-capitalization companies as those companies with a market capitalization within the range of companies in the Russell 1000® Growth Index at the time of investment. The fund may invest up to 15% of its assets in equity securities of foreign companies. |
| Last Dividend
(Dec 25, 2012)
:
| 0.04 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 19, 2013)
:
| 39.20% | | Average for Category: | 61.12% |
|
| Expense | BHGIX | Category Avg |
|---|
| Annual Report Expense Ratio (net): | 0.75% | 1.24% | | Prospectus Net Expense Ratio: | 0.75% | N/A | | Prospectus Gross Expense Ratio: | 1.36% | N/A | | Max 12b1 Fee: | N/A | N/A | | Max Front End Sales Load: | N/A | 5.42% | | Max Deferred Sales Load:
| N/A | 2.40% | | 3 Yr Expense Projection*: | 371 | 579 | | 5 Yr Expense Projection*: | 686 | 913 | | 10 Yr Expense Projection*: | 1,582 | 1,832 |
|
|
0.03(0.27%) May 24