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Baird SmallCap Value Institutional (BSVIX)

14.06 Up 0.08(0.57%) Apr 17
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Prev Close:13.98
YTD Return*:1.78%
Net Assets*:23.75M
Yield*:0.37%

* As of 31-Mar-14

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

Headlines

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Top Holdings

Symbol% AssetsYTD Return %
MPAA3.7439.95
PRAA3.699.56
MTZ3.6432.49
GNRC3.494.63
JAH3.42-2.05

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:23.75M
Category:Small Blend
Annual Report Expense Ratio (net):1.00%

Performance & Risk

YTD Return:1.78%
5y Avg Return:N/A
Rank in Category (ytd):29
% Rank in Category (ytd):3.91%
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 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 (consisting of common stocks, ordinary shares and ADRs) of foreign companies that are traded on U.S. exchanges. View More
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