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Morningstar

Baird Aggregate Bond Inv BAGSX Fund Analysis

Morningstar Analyst Rating
| Analyst rating as of

Morningstar’s Analysis BAGSX

Will BAGSX 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 BAGSX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the BAGSX 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 BAGSX’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

| by Gabriel Denis

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.

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