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    Baird SmallCap Value Institutional (BSVIX)

    14.02 Down 0.09(0.64%) Apr 24
    Prev Close:14.11
    YTD Return*:1.45%
    Net Assets*:26.02M
    Yield*:0.32%

    * As of 31-Mar-15

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

    Headlines

    • No Headlines available for BSVIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    QRVO4.461.28
    IDTI4.3716.95
    PF4.25-12.61
    MPAA3.877.85
    LTC3.5617.30

    Fund Basics

    Morningstar Overall Rating:N/A
    Total Assets:26.02M
    Category:Small Blend
    Annual Report Expense Ratio (net):1.00%

    Performance & Risk

    YTD Return:1.45%
    5y Avg Return:N/A
    Rank in Category (ytd):89
    % Rank in Category (ytd):11.44%
    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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