Baird Smallmid Cap Fund Quote
| BSGSX Fund | USD 17.82 0.22 1.25% |
Performance16 of 100
| Odds Of DistressLess than 16
|
Baird Small/mid is trading at 17.82 as of the 26th of November 2024; that is 1.25 percent up since the beginning of the trading day. The fund's open price was 17.6. Baird Small/mid has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Baird Smallmid Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 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 small- and mid-capitalization companies, principally common stocks and American Depositary Receipts that are traded on major U.S. More on Baird Smallmid Cap
Moving together with Baird Mutual Fund
Moving against Baird Mutual Fund
Baird Mutual Fund Highlights
| Thematic Idea | Small Growth Funds (View all Themes) |
| Fund Concentration | Baird Funds, Large Funds, Mid-Cap Growth Funds, Small Growth Funds, Mid-Cap Growth, Baird, Large, Mid-Cap Growth (View all Sectors) |
| Update Date | 30th of September 2024 |
Baird Smallmid Cap [BSGSX] is traded in USA and was established 26th of November 2024. Baird Small/mid 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. The entity is thematically classified as Small Growth Funds. This fund currently has accumulated 18.72 M in assets under management (AUM) with minimum initial investment of 2.5 K. Baird Smallmid Cap is currently producing year-to-date (YTD) return of 13.14%, while the total return for the last 3 years was -4.04%.
Check Baird Small/mid 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 Smallmid Cap 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 Smallmid Cap Mutual Fund Constituents
| FICO | Fair Isaac | Stock | Information Technology | |
| CDW | CDW Corp | Stock | Information Technology | |
| KNSL | Kinsale Capital Group | Stock | Financials | |
| BR | Broadridge Financial Solutions | Stock | Industrials | |
| QDEL | Quidel | Stock | Health Care | |
| LHCG | LHC Group | Stock | Health Care | |
| MPWR | Monolithic Power Systems | Stock | Information Technology | |
| MTZ | MasTec Inc | Stock | Industrials |
Baird Smallmid Cap Risk Profiles
| Mean Deviation | 0.7908 | |||
| Semi Deviation | 0.8275 | |||
| Standard Deviation | 1.05 | |||
| Variance | 1.1 |
Baird Small/mid Against Markets
Other Information on Investing in Baird Mutual Fund
Baird Small/mid 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 Small/mid security.
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk |