Baird Core Plus Bond Inv
777 East Wisconsin Avenue Milwaukee WI 53202
Map
Phone: 800-792-2473
| Category: | Intermediate-Term Bond | | Fund Family: | Baird | | Net Assets: | 25.41M | | Year-to-Date Return: | -0.59% | | Yield: | 4.89% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Sep-00 |
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Gary A. Elfe
Lead Manager since
29-Sep-00 | | | Elfe is a managing director and senior portfolio manager with Robert W. Baird & Co. Incorporated. As a member of the investment management team, he serves as director of Fixed Income Research and Trading. Prior to joining Barid, he was a senior vice president and senior portfolio manager at Firstar Investment Research & Management Company. He has over 28 years of investment experience managing various types of fixed income portfolios. Elfe holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks to provide total return greater than that of the Lehman Brothers U.S. Universal Bond index. The fund normally invests at least 80% of assets in the types of securities suggested by its name. It may invest up to 20% of assets in non-investment grade bonds, which are debt securities that are not rated in one of the four highest rating categories of S&P, Moody's, Fitch or another nationally recognized rating agency. The fund may invest up to 15% of assets in illiquid securities, measured at the time of purchase. The average maturity of the investment is more than five years. |
| Last Dividend
(25-Jul-08):
| 0.04 | | Last Cap Gain
(27-Dec-05):
| 0.01 | | Annual Holdings Turnover
| 47.00% | | Average for Category:
| 197.46% |
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| Expense | BCOSX | Category
Avg | | Total Expense Ratio: | 0.55%
| 0.98% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.18% | | Max Deferred Sales Load: | 0.00%
| 2.70% | | 3 Yr Expense Projection*: |
$176 | $464 | | 5 Yr Expense Projection*: |
$307 | $716 | | 10 Yr Expense Projection*: |
$689 | $1,424 |
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