A Proven Leader in Municipal Bond Fund Management

Already nationally recognized before joining Baird in 2015, Baird Advisors' municipal bond team has continued to attract positive industry attention as managers of the Baird Short-Term Municipal Bond Fund and Baird Core Intermediate Municipal Bond Fund.

 Expenses
(Gross/Net)
1 mo.3 mo.YTD1-YearSince InceptionInception Date
Short-Term Municipal Bond Fund 0.30
0.30
0.64 1.20 2.26 1.75 2.24 8/31/15
Bloomberg Barclays Short (1-5 year) Municipal Index - 0.50 0.80 2.03 1.20 1.42 -

 

 Expenses
(Gross/Net)
1 mo.3 mo.YTD1-YearSince InceptionInception Date
Core Intermediate Municipal Bond Fund 0.30
0.30
1.25 2.39 3.42 1.95 3.76 8/31/15
Bloomberg Barclays Municipal Bond 1-15 year Index - 1.31 2.21 3.61 1.47 3.12 -

 

The team is led by Senior Portfolio Manager Duane McAllister, CFA, a 30-year industry veteran who – along with Portfolio Manager Erik Schleicher – co-managed the Lipper Award-winning1 BMO Intermediate Tax Free Mutual Fund before coming to Baird. Portfolio Manager Joseph Czechowicz has also been with the team since 2010.

In the video below, Duane sits down with Baird Advisors Chief Investment Officer Mary Ellen Stanek and Senior Portfolio Manager Warren Pierson to share his current thoughts on the municipal bond market for investors. 

 

Since Duane and his team launched their funds at Baird on September 1, 2015, the Core Intermediate Municipal Bond Fund has been added to Morningstar's prestigious Prospects List.

To learn more about the Baird Funds, please call us at 866-442-2473 or send an email to prospectus@bairdfunds.com.

 

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

1The annual Lipper Fund Awards honor asset managers and individual mutual funds in the U.S. that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. For the one-year period ending 03/31/15, the BMO Intermediate Tax-Free Fund Y Shares ranked 28 out of 219 funds within Lipper's Intermediate Municipal Debt Funds category. For the three-year period, Y Shares ranked 19 out of 184 funds. For the five-year period, Y Shares ranked 22 out of 158 funds. For the 10-year period, Y Shares ranked 2 out of 103 funds.