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Baird SmallCap Value Institutional (BSVIX)

11.88 Up 0.11(0.93%) Feb 12
Prev Close:11.77
YTD Return*:-5.68%
Net Assets*:23.80M
Yield*:0.68%

* As of 31-Jan-16

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

Headlines

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Top Holdings

Symbol% AssetsYTD Return %
PF4.75N/A
DHIL4.23N/A
MPAA3.87N/A
JCOM3.79N/A
LTC3.57N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:23.8M
Category:Small Blend
Annual Report Expense Ratio (net):1.00%

Performance & Risk

YTD Return:-5.68%
5y Avg Return:N/A
Rank in Category (ytd):13
% Rank in Category (ytd):1.53%
Beta (3y):0.91
Morningstar Risk Rating:2

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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