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Baird SmallCap Value Institutional (BSVIX)

14.12 Down 0.18(1.26%) Sep 19
Prev Close:14.30
YTD Return*:2.93%
Net Assets*:25.67M
Yield*:0.36%

* As of 31-Aug-14

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

Headlines

» More Headlines for BSVIX

Top Holdings

Symbol% AssetsYTD Return %
PRAA3.697.91
TRGP3.5660.03
IDTI3.2959.92
MPAA3.2558.39
PF3.2422.34

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:25.67M
Category:Small Blend
Annual Report Expense Ratio (net):1.00%

Performance & Risk

YTD Return:2.93%
5y Avg Return:N/A
Rank in Category (ytd):39
% Rank in Category (ytd):5.28%
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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