Baird Ultra Short Bond, a relatively new addition to Baird’s taxable fixed-income franchise, sports the same highly competent team and stellar investment process that have bolstered its longer-dated cousins. It earns a Morningstar Analyst Rating of Gold on its cheaper share class and Silver on its more-expensive class.
Will BUBIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BUBIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the BUBIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of BUBIX’s parent organization’s priorities and whether they’re in line with investors’ interests.