Baird Mutual Funds List
Here you can find all mutual funds issued by Baird and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 22
- Avg. Expense Ratio
- 0.59%
- Avg. 1 Year Return
- 5.27%
- Avg. 5 Year Return
- 1.80%
- Median Risk/Return Score
- 50 / 100
Baird Mutual Funds List
5 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Baird Mid Cap Growth Fund | Mid Cap Growth Equities | Dec 29, 2000 | 1.05% | 6.09% | 8.65% | 13.08% | 3 | ||||||||
| Baird Small/Mid Cap Growth Fund | Mid Cap Growth Equities | Oct 31, 2018 | 1.10% | 5.12% | — | 0.00% | 4 | ||||||||
| Baird Equity Opportunity Fund | Small Cap Blend Equities | May 1, 2012 | 1.50% | -2.86% | 6.76% | 13.86% | 5 | ||||||||
| Chautauqua Global Growth Fund | Global Equities | Apr 14, 2016 | 1.05% | 0.54% | — | 2.92% | 10 | ||||||||
| Chautauqua International Growth Fund | Foreign Large Cap Equities | Apr 14, 2016 | 1.05% | -4.31% | — | 1.49% | 3 |
Explore top Baird Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Baird Mutual funds by Risk/Return Score
The top Baird Mutual funds by PortfoliosLab Risk/Return Score are BUBSX (100) and BUBIX (100).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Baird Ultra Short Bond Fund | 100 | — | Dec 2013 | |
| Baird Ultra Short Bond Fund Institutional Class | 100 | — | Dec 2013 | |
| Baird Short-Term Bond Fund Institutional Class | 93 | — | Aug 2004 | |
| Baird Short-Term Bond Fund Investor Class | 89 | — | Sep 2012 | |
| Baird Short-Term Municipal Bond Fund | 87 | — | Aug 2015 |
Best-Performing Baird Mutual funds Over 5 Years
The top Baird Mutual funds is CCGSX (6.47%).
Across the lineup, Baird Mutual funds show an average 1-year return of 5.27% and an average 5-year return of 1.80%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Chautauqua Global Growth Fund | 6.47% | — | Apr 2016 | |
| Baird Equity Opportunity Fund | 4.98% | — | May 2012 | |
| Baird Ultra Short Bond Fund Institutional Class | 3.58% | — | Dec 2013 | |
| Baird Ultra Short Bond Fund | 3.45% | — | Dec 2013 | |
| Chautauqua International Growth Fund | 3.16% | — | Apr 2016 |
Lowest-Cost Baird Mutual funds
The top Baird Mutual funds is BUBIX (0.15%).
With an average expense ratio of 0.59%, Baird Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Baird Ultra Short Bond Fund Institutional Class | 0.15% | — | Dec 2013 | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | |
| Baird Intermediate Bond Fund Class Institutional | 0.30% | — | Sep 2000 | |
| Baird Short-Term Bond Fund Institutional Class | 0.30% | — | Aug 2004 | |
| Baird Aggregate Bond Fund Class I | 0.30% | — | Sep 2000 |
Highest-Yield Baird Mutual funds
The top Baird Mutual funds is BSVSX (13.86%).
Across the lineup, Baird Mutual funds show an average dividend yield of 4.25%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Baird Equity Opportunity Fund | 13.86% | — | May 2012 | |
| Baird Mid Cap Growth Fund | 13.08% | — | Dec 2000 | |
| Baird Core Plus Bond Fund | 4.35% | — | Sep 2000 | |
| Baird Short-Term Bond Fund Institutional Class | 4.27% | — | Aug 2004 | |
| Baird Aggregate Bond Fund Class I | 4.24% | — | Sep 2000 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
BMDSX vs. MXXIXBMDSX vs. ^GSPCBMDSX vs. MMGPXBMDSX vs. IMCGBMDSX vs. VBRBSVSX vs. VBRBSVSX vs. SCHJBSVSX vs. BAGSXBSVSX vs. VSCPXBSVSX vs. AUERXCCWSX vs. MIEIXCCWSX vs. VXUSCCWSX vs. BIMSXCCWSX vs. APHIXCCWSX vs. VEABSGSX vs. VBRBSGSX vs. FSMAXBSGSX vs. BSBIXBSGSX vs. BAGSXBSGSX vs. BCOSXCCGSX vs. GCCHXCCGSX vs. VMNVXCCGSX vs. GMGEXCCGSX vs. CAEIXCCGSX vs. BCOSX