Baird Equity Opportunity Institutional's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.
- NAV / 1-Day Return 13.11 / 1.58 %
- Total Assets 64.8 Mil
Adj. Expense Ratio
- Expense Ratio 1.250%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Small Blend
- Investment Style Small Blend
- Min. Initial Investment 10,000
- Status Open
- TTM Yield 0.00
- Turnover 67%
Morningstar’s Analysis BSVIX
Will BSVIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.