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Morningstar

Baird Mid Cap Growth Institutional BMDIX

Morningstar Analyst Rating
Analyst rating as of | See Baird Investment Hub
  • NAV / 1-Day Return 23.62  /  0.76 %
  • Total Assets 2.2 Bil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 31%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis BMDIX

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

People Pillar

The People Pillar is our evaluation of the BMDIX 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 BMDIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A solid offering in turbulent times.

Senior Analyst

Summary

| by Stephen Welch

Baird MidCap’s seasoned managers ply a straightforward and well-executed approach. It earns a Morningstar Analyst Rating of Bronze across all share classes.

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