Baird Short-Term Bond Inst 777 East Wisconsin Avenue Milwaukee WI 53202 Map
Phone: 866-442-2473
| Category: | Short-Term Bond | | Fund Family: | Baird | | Net Assets: | 541.96M | | Year-to-Date Return: | 7.47% | | Yield: | 4.66% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Aug-04 |
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Charles B. Groeschell
Lead Manager since
31-Aug-04 | | | Groeschell is a managing director and senior portfolio manager with Robert W. Baird & Co. Incorporated. which he joined in February 2000. Prior to joining Baird, he was a senior vice president and senior portfolio manager of Firstar Investment Research & Management Company, where he played a lead role in the overall management of major fixed income client relationships. |
| 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 to provide total return greater than that of the Lehman Brothers 1-3 Year Government/Credit Bond index. The fund normally invests at least 80% of assets in the types of securities suggested by its name. It may invest up to 20% of assets in U.S. dollar-denominated debt obligations of foreign corporations and governments, and 15% of assets in illiquid securities, measured at the time of purchase. The average maturity of the investment is more than one year but less than three years. |
| Last Dividend
(26-Oct-09):
| 0.03 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 98.50% | | Average for Category:
| 106.40% |
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| Expense | BSBIX | Category Avg | | Total Expense Ratio: | 0.30%
| 0.91% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 2.64% | | Max Deferred Sales Load: | %
| 2.11% | | 3 Yr Expense Projection*: |
$ 97 | $404 | | 5 Yr Expense Projection*: |
$ 169 | $645 | | 10 Yr Expense Projection*: |
$ 381 | $1,329 |
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