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Baird SmallCap Value Institutional (BSVIX)

14.19 Down 0.06(0.42%) Aug 20
Prev Close:14.25
YTD Return*:-3.21%
Net Assets*:24.28M
Yield*:0.39%

* As of 31-Jul-14

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

Headlines

» More Headlines for BSVIX

Top Holdings

Symbol% AssetsYTD Return %
PRAA3.6910.88
TRGP3.5649.04
IDTI3.2942.83
MPAA3.2517.62
PF3.2413.29

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:24.28M
Category:Small Blend
Annual Report Expense Ratio (net):1.00%

Performance & Risk

YTD Return:-3.21%
5y Avg Return:N/A
Rank in Category (ytd):69
% Rank in Category (ytd):9.43%
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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