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    Baird SmallCap Value Institutional (BSVIX)

    13.97 Up 0.04(0.29%) Dec 19
    Prev Close:13.93
    YTD Return*:-0.21%
    Net Assets*:25.86M
    Yield*:0.38%

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for BSVIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MPAA3.9579.59
    LE3.8620.37
    TRGP3.8484.48
    IDTI3.6826.06
    PF3.589.71

    Fund Basics

    Morningstar Overall Rating:N/A
    Total Assets:25.86M
    Category:Small Blend
    Annual Report Expense Ratio (net):1.00%

    Performance & Risk

    YTD Return:-0.21%
    5y Avg Return:N/A
    Rank in Category (ytd):77
    % Rank in Category (ytd):10.41%
    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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