|Expense Ratio (net)||0.30%|
|Category||Intermediate Core Bond|
|Last Cap Gain||0.00|
|Morningstar Risk Rating||Above Average|
|Beta (5Y Monthly)||0.99|
|5y Average Return||N/A|
|Average for Category||N/A|
|Inception Date||Sep 28, 2000|
This article originally appeared in Morningstar Direct Cloud and Morningstar Office Cloud. At the beginning of May, we rolled out two new bond Morningstar Categories, splitting up the intermediate-bond category--the largest fund category by assets--into intermediate core bond and intermediate core-plus bond. In this Q&A, Sarah Bush, director of fixed-income strategies for Morningstar Manager Research, explains the rationale behind creating the new categories as well as the differences between the two.
Today, Morningstar revealed the nominees for the Morningstar Awards for Investing Excellence--Outstanding Portfolio Manager. Morningstar analysts nominated five candidates for the award across equity, fixed-income, and multi-asset categories. The winner will be announced during the Morningstar Investment Conference in May 2019.
The following is our latest Fund Analyst Report for Baird Aggregate Bond BAGIX . Lead manager and Baird CIO Mary Ellen Stanek heads a veteran team of five portfolio managers that have worked at Baird for nearly two decades.