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    Baird MidCap Inv (BMDSX)

    15.43 Down 0.11(0.71%) Feb 27
    Prev Close:15.43
    YTD Return*:-3.07%
    Net Assets*:1.09B
    Yield*:N/A

    * As of 31-Jan-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    ORLY2.54-1.21
    IDTI2.46-4.90
    AMG2.44-2.37
    SRCL2.410.69
    MJN2.39-0.93

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.09B
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):1.10%

    Performance & Risk

    YTD Return:-3.07%
    5y Avg Return:16.77%
    Rank in Category (ytd):85
    % Rank in Category (ytd):10.94%
    Beta (3y):1.05
    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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