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Baird LargeCap Inst (BHGIX)

10.94 Down 0.03(0.27%) May 24


Profile as of Feb 27, 2013Get Profile for:
Baird LargeCap Inst
Baird Funds Inc777 East Wisconsin AvenueMilwaukee, WI 53202
Map
Phone: 866-442-2473
Fund Overview 
Category:Large Growth
Fund Family:Baird
Net Assets:26.89M
Year-to-Date Return:4.46%
Yield:0.35%
Morningstar Rating:2 stars
Fund Inception Date:Sep 28, 2000
Morningstar Style Box 
Large Growth
[View Category Definition]
View Top Large Growth Funds
About the Morningstar Style Box
Management Information 
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.
Investment Information 
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
BHGIX can be purchased from 36 brokerages.

Fund Summary 
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.

Fund Operations 
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%
Fees & Expenses 
ExpenseBHGIXCategory 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/AN/A
Max Front End Sales Load:N/A5.42%
Max Deferred Sales Load: N/A2.40%
3 Yr Expense Projection*:371579
5 Yr Expense Projection*:686913
10 Yr Expense Projection*:1,5821,832
* Per $10,000 invested