Skip to Content
Morningstar

Baird Aggregate Bond Inst BAGIX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
9.53  /  0.63 %
Total Assets
34.6 Bil
Adj. Expense Ratio
0.300%
Expense Ratio
0.300%
Fee Level
Low
Longest Manager Tenure
22.02 years
Category
Intermediate Core Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
10,000
Status
Open
TTM Yield
2.45%
Effective Duration
6.44 years

Morningstar’s Fund Analysis BAGIX

Will BAGIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BAGIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the BAGIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of BAGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A compelling candidate for the core bond investor.

Senior Analyst

Summary

|

The dynamic team behind Baird Aggregate Bond adheres to a disciplined process, and the strategy benefits from attractive fees. It earns a Morningstar Analyst Rating of Gold on its cheaper share class and Silver on its more-expensive class.

Unlock our full analysis with Morningstar Investor