Baird Smallcap Value Fund Quote
| BSVIX Fund | USD 17.28 0.21 1.23% |
Performance14 of 100
| Odds Of DistressLess than 16
|
Baird Smallcap is trading at 17.28 as of the 31st of January 2025; that is 1.23 percent up since the beginning of the trading day. The fund's open price was 17.07. Baird Smallcap has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 1st of January 2025 and ending today, the 31st of January 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities. Although it invests principally in U.S. companies, the fund may invest up to 15 percent of its total assets in equity securities of foreign companies. More on Baird Smallcap Value
Moving together with Baird Mutual Fund
Baird Mutual Fund Highlights
| Fund Concentration | Baird Funds, Large Funds, Small Growth Funds, Small Growth, Baird (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Baird Smallcap Value [BSVIX] is traded in USA and was established 31st of January 2025. Baird Smallcap is listed under Baird category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Baird family. This fund currently has accumulated 62.25 M in assets under management (AUM) with minimum initial investment of 25 K. Baird Smallcap Value is currently producing year-to-date (YTD) return of 4.95% with the current yeild of 0.0%, while the total return for the last 3 years was 11.21%.
Check Baird Smallcap 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 Smallcap Value 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 Smallcap Value Mutual Fund Constituents
| PWR | Quanta Services | Stock | Industrials | |
| CRNC | Cerence | Stock | Information Technology | |
| SIMO | Silicon Motion Technology | Stock | Information Technology | |
| IMMR | Immersion | Stock | Information Technology | |
| ATSG | Air Transport Services | Stock | Industrials | |
| MBIN | Merchants Bancorp | Stock | Financials | |
| RNST | Renasant | Stock | Financials | |
| CACI | CACI International | Stock | Information Technology |
Baird Smallcap Value Risk Profiles
| Mean Deviation | 0.964 | |||
| Semi Deviation | 0.798 | |||
| Standard Deviation | 1.27 | |||
| Variance | 1.61 |
Baird Smallcap Against Markets
Other Information on Investing in Baird Mutual Fund
Baird Smallcap 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 Smallcap security.
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities |