Baird Smallcap Value Fund Quote
| BSVSX Fund | USD 16.66 0.16 0.97% |
Performance13 of 100
| Odds Of DistressLess than 17
|
Baird Smallcap is trading at 16.66 as of the 18th of January 2025; that is 0.97 percent up since the beginning of the trading day. The fund's open price was 16.5. Baird Smallcap 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. The performance scores are derived for the period starting the 19th of November 2024 and ending today, the 18th 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, Large, Small Blend (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 10th of December 2021 |
| Fiscal Year End | December |
Baird Smallcap Value [BSVSX] is traded in USA and was established 18th 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 34.46 M in assets under management (AUM) with no minimum investment requirementsBaird Smallcap Value is currently producing year-to-date (YTD) return of 1.42% with the current yeild of 0.0%, while the total return for the last 3 years was 7.8%.
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
| CHEF | The Chefs Warehouse | Stock | Consumer Staples | |
| LW | Lamb Weston Holdings | Stock | Consumer Staples | |
| INFN | Infinera | Stock | Information Technology | |
| SOI | SOI Old | Stock | Energy | |
| SIMO | Silicon Motion Technology | Stock | Information Technology | |
| BXMT | Blackstone Mortgage Trust | Stock | Financials | |
| AX | Axos Financial | Stock | Financials | |
| ADC | Agree Realty | Stock | Real Estate |
Baird Smallcap Value Risk Profiles
| Mean Deviation | 0.9137 | |||
| Semi Deviation | 0.7678 | |||
| Standard Deviation | 1.23 | |||
| Variance | 1.51 |
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.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |