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Baird Aggregate Bond Fund (BAGSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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10.58+0.03 (+0.28%)
At close: 08:00PM EDT

Baird Aggregate Bond Fund

Baird Funds Inc

777 East Wisconsin Avenue

Milwaukee, WI 53202

Management Information
Jeffrey Schrom,Lead Manager since April 30, 2019
Jeff has more than 25 years of investment experience managing a broad range of fixed income portfolios. He plays a lead role in overseeing credit research and developing and implementing investment strategies within the credit sector. Jeff obtained his undergraduate degree from Carroll University and his M.S. in Finance from the University of Wisconsin-Madison. He earned the Certified Public Accountant designation in 1991 and the Chartered Financial Analyst designation in 1998. Jeff is currently a member of the CFA Institute and the CFA Society of Milwaukee. Prior to joining Baird Advisors, Jeff was the Director of Corporate Bonds at Clarica Life Insurance and began his career as an auditor at the Chicago Board of Trade.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryIntermediate Core Bond
Fund FamilyBaird
Net Assets36.2B
YTD Return-9.94%
Morningstar RatingN/A1
Inception DateSep 28, 2000

Fund Operations

Last Dividend0.02
Last Cap Gain0.00
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

ExpenseBAGSXCategory Average
Annual Report Expense Ratio (net)0.00%0.61%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A3.78%
Max Deferred Sales LoadN/A1.18%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A