Baird Short-Term Bond Inst
777 East Wisconsin Avenue Milwaukee WI 53202
Map
Phone: 866-442-2473
| Category: | Short-Term Bond | | Fund Family: | Baird | | Net Assets: | 203.89M | | Year-to-Date Return: | 0.97% | | Yield: | 5.01% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Aug-04 |
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Gary A. Elfe
Lead Manager since
31-Aug-04 | | | 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: | $25,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks to provide total return greater than that of the Lehman Brothers 1-3 Year Government/Credit 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 U.S. dollar-denominated debt obligations of foreign corporations and governments, and 15% of assets in illiquid securities, measured at the time of purchase. The average maturity of the investment is more than one year but less than three years. |
| Last Dividend
(25-Jul-08):
| 0.05 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 37.00% | | Average for Category:
| 103.74% |
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| Expense | BSBIX | Category
Avg | | Total Expense Ratio: | 0.30%
| 0.92% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 2.70% | | Max Deferred Sales Load: | 0.00%
| 2.14% | | 3 Yr Expense Projection*: |
$97 | $415 | | 5 Yr Expense Projection*: |
$169 | $658 | | 10 Yr Expense Projection*: |
$381 | $1,352 |
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0.79% Nasdaq 0.00%
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