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Morningstar

Baird Mid Cap Growth Institutional BMDIX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
21.69  /  0.78 %
Total Assets
2.0 Bil
Adj. Expense Ratio
0.800%
Expense Ratio
0.800%
Fee Level
Below Average
Longest Manager Tenure
21.77 years
Category
Mid-Cap Growth
Investment Style
Mid Growth
Min. Initial Investment
10,000
Status
Open
TTM Yield
0.00%
Turnover
31%

Morningstar’s Fund 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.

Analyst

Summary

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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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