Baird MidCap Inv
777 East Wisconsin Avenue Milwaukee WI 53202
Map
Phone: 866-442-2473
| Category: | Mid-Cap Growth | | Fund Family: | Baird | | Net Assets: | 3.72M | | Year-to-Date Return: | -13.72% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Dec-00 |
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J. Bary Morgan
Lead Manager since
29-Dec-00 | | | Morgan is a managing director and senior portfolio manager with Robert W. Baird & Co, his employer since 1992. He is also a chief investment officer of Baird Investment Management. Morgan earned the Chartered Financial Analyst designation in 1995. |
| 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 long-term growth of capital. The fund normally invests at least 80% of assets in the equity securities of mid-capitalization companies with a market capitalization substantially similar to that of companies in the S&P MidCap 400 Index. It may invest up to 20% of assets in cash or similar short-term, investment grade securities such as U.S. government securities, repurchase agreements, commercial paper or certificates of deposit. The fund may invest up to 15% of assets in ADRs related to mid-capitalization companies. |
| Last Dividend
| N/A | | Last Cap Gain
(26-Dec-07):
| 1.69 | | Annual Holdings Turnover
| 72.00% | | Average for Category:
| 117.59% |
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| Expense | BMDSX | Category
Avg | | Total Expense Ratio: | 1.10%
| 1.49% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.34% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$405 | $701 | | 5 Yr Expense Projection*: |
$720 | $1,080 | | 10 Yr Expense Projection*: |
$1,612 | $2,122 |
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3.58% Nasdaq 
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