Baird Midcap Fund Quote
| BMDSX Fund | USD 23.98 0.35 1.48% |
Performance12 of 100
| Odds Of DistressLess than 17
|
Baird Midcap is trading at 23.98 as of the 26th of November 2024; that is 1.48% increase since the beginning of the trading day. The fund's open price was 23.63. Baird Midcap has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Baird Midcap Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of May 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in the equity securities of U.S. and foreign mid-capitalization companies, principally common stocks, preferred stocks, securities convertible into common stocks and American Depositary Receipts that are traded on major U.S. More on Baird Midcap Fund
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Baird Mutual Fund Highlights
| Fund Concentration | Baird Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Baird (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Baird Midcap Fund [BMDSX] is traded in USA and was established 26th of November 2024. Baird Midcap is listed under Baird category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Baird family. This fund currently has accumulated 2.32 B in assets under management (AUM) with no minimum investment requirementsBaird Midcap is currently producing year-to-date (YTD) return of 1.2%, while the total return for the last 3 years was -5.13%.
Check Baird Midcap Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Baird Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Baird Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Baird Midcap Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Baird Midcap Fund Mutual Fund Constituents
| ALGN | Align Technology | Stock | Health Care | |
| GNRC | Generac Holdings | Stock | Industrials | |
| MPWR | Monolithic Power Systems | Stock | Information Technology | |
| SNPS | Synopsys | Stock | Information Technology | |
| MCHP | Microchip Technology | Stock | Information Technology | |
| ETSY | Etsy Inc | Stock | Consumer Discretionary | |
| CTAS | Cintas | Stock | Industrials | |
| BR | Broadridge Financial Solutions | Stock | Industrials |
Baird Midcap Risk Profiles
| Mean Deviation | 0.6747 | |||
| Semi Deviation | 0.7956 | |||
| Standard Deviation | 0.8812 | |||
| Variance | 0.7765 |
Baird Midcap Against Markets
Other Information on Investing in Baird Mutual Fund
Baird Midcap financial ratios help investors to determine whether Baird Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Baird with respect to the benefits of owning Baird Midcap security.
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