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Baird SmallCap Value Institutional (BSVIX)

14.15 Up 0.03(0.21%) Nov 25
Prev Close:14.15
YTD Return*:0.79%
Net Assets*:25.71M
Yield*:0.37%

* As of 31-Oct-14

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

Headlines

  • No Headlines available for BSVIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
MPAA3.9552.28
LE3.8648.09
TRGP3.8461.98
IDTI3.6825.80
PF3.5819.68

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:25.71M
Category:Small Blend
Annual Report Expense Ratio (net):1.00%

Performance & Risk

YTD Return:0.79%
5y Avg Return:N/A
Rank in Category (ytd):69
% Rank in Category (ytd):9.38%
Beta (3y):N/A
Morningstar Risk Rating:

Fund Summary

The investment seeks to provide long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in common stocks in a diversified portfolio of companies with small market capitalizations. The advisor defines small-cap companies as those companies with market capitalizations within the range of companies in the Russell 2000® Value Index at the time of investment. Although the fund invests principally in U.S. companies, it may invest up to 15% of its total assets in equity securities of foreign companies that are traded on U.S. exchanges. View More
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