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 Dow Up 0.24% Nasdaq Up 0.48%

Baird MidCap Inv (BMDSX)

14.48 Down 0.06(0.41%) Jul 21
Prev Close:14.48
YTD Return*:2.77%
Net Assets*:959.25M
Yield*:N/A

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for BMDSX at this time.

Top Holdings

Symbol% AssetsYTD Return %
WLL2.4730.31
AMG2.42-5.35
ORLY2.3217.71
ADS2.298.35
ICLR.IR2.2818.79

Fund Basics

Morningstar Overall Rating:
Total Assets:959.25M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.10%

Performance & Risk

YTD Return:2.77%
5y Avg Return:21.23%
Rank in Category (ytd):66
% Rank in Category (ytd):8.62%
Beta (3y):1.12
Morningstar Risk Rating:2

Fund Summary

The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in the equity securities of U.S. and foreign mid-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 mid-capitalization companies as those companies with a market capitalization within the range of companies in the Russell Midcap® Growth Index at the time of investment. View More
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