Baird SmallCap Inv
777 East Wisconsin Avenue Milwaukee WI 53202
Map
Phone: 866-442-2473
| Category: | Small Growth | | Fund Family: | Baird | | Net Assets: | 230.00K | | Year-to-Date Return: | -11.34% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Jun-04 |
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Charles F. Severson
Lead Manager since
30-Jun-04 | | | Severson is senior vice president and portfolio manager with Robert W. Baird & Co. He joined the firm in 1987 as an institutional salesman. In 1991, he joined Baird Investment Management as a portfolio manager. Severson earned the Chartered Financial Analyst designation in 1990. |
| 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 small-capitalization companies with a market capitalization within the range of companies in the Standard & Poor's Small Cap 600 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 small-capitalization companies. |
| Last Dividend
| N/A | | Last Cap Gain
(26-Dec-07):
| 1.76 | | Annual Holdings Turnover
| 93.00% | | Average for Category:
| 114.64% |
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| Expense | BSMSX | Category
Avg | | Total Expense Ratio: | 1.20%
| 1.60% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$459 | $686 | | 5 Yr Expense Projection*: |
$820 | $1,085 | | 10 Yr Expense Projection*: |
$1,836 | $2,158 |
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5.11% Nasdaq 0.00%
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