Baird SmallCap Value Institutional (BSVIX)
* As of 30-Sep-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:||N/A|
|Annual Report Expense Ratio (net):||1.00%|
Performance & Risk
|5y Avg Return:||N/A|
|Rank in Category (ytd):||47|
|% Rank in Category (ytd):||6.37%|
|Morningstar Risk Rating:|
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 2000Â® 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