Dow Up 1.32% Nasdaq Up 1.60%

Baird SmallCap Value Institutional (BSVIX)

13.47 Up 0.20(1.51%) Oct 23
Prev Close:13.27
YTD Return*:-3.14%
Net Assets*:24.31M
Yield*:0.39%

* As of 30-Sep-14

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

Headlines

» More Headlines for BSVIX

Top Holdings

Symbol% AssetsYTD Return %
MPAA3.9535.13
LE3.8657.70
TRGP3.8450.69
IDTI3.6820.70
PF3.584.94

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:24.31M
Category:Small Blend
Annual Report Expense Ratio (net):1.00%

Performance & Risk

YTD Return:-3.14%
5y Avg Return:N/A
Rank in Category (ytd):47
% Rank in Category (ytd):6.37%
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
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback