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Baird Equity Opportunity Institutional BSVIX

Quantitative rating as of | See Baird Investment Hub
  • NAV / 1-Day Return 13.11  /  1.58 %
  • Total Assets 64.8 Mil
  • Adj. Expense Ratio
    0.980%
  • 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.

Summary

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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.

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