Mid Cap Growth Fund
Overview
The Baird Mid Cap Growth Fund is a growth-oriented fund and is managed with a strong emphasis on risk control and long-term perspective. The investment objective of the Fund is to provide long-term growth of capital. The primary investment goal is to provide consistent, superior-to-market returns at a risk posture less than that of the market. The team does this by finding companies for inclusion in the portfolio that have better growth prospects and capital structures than peers. The hallmark of this disciplined approach is to maintain a long-term perspective while investing in established companies with proven management.
The Fund has been consistently managed by a dedicated team with extensive knowledge in the mid-cap space and an average of 20 years' investment experience.
Awards

The Baird Mid Cap Growth Fund (Institutional Class) received a Bronze Morningstar Analyst Rating.™ The Fund’s Investor Share Class received a Bronze Morningstar Analyst Rating.™

Baird Equity Asset Management is proud to celebrate the 20th anniversary of the Baird Mid Cap Growth Fund (BMDIX).
Performance
1 Month | 3 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | |
---|---|---|---|---|---|---|---|---|
Mid Cap Growth Fund | -0.74 | 2.59 | 9.19 | -5.75 | 11.39 | 11.11 | 11.34 | 8.29 |
Russell Midcap Growth Index | -0.99 | 1.19 | 7.65 | -8.31 | 8.66 | 8.74 | 11.45 | 7.44 |
Morningstar Ratings
Category | Overall | 3 Year | 5 Year | 10 Year | |
---|---|---|---|---|---|
Mid Cap Growth Fund | Mid-Cap Growth |
(523 funds)
|
(523 funds)
|
(492 funds)
|
(382 funds)
|
Distributions
Type | Record Date | Reinvest Date | Payable Date | Amount per Share ($) | Reinvest Price ($) |
---|---|---|---|---|---|
Short Term Capital Gain | 12/14/2022 | 12/15/2022 | 12/16/2022 | 0.05988000 | 21.33 |
Long Term Capital Gain | 12/14/2022 | 12/15/2022 | 12/16/2022 | 0.28276000 | 21.33 |
Portfolio Characteristics
Security | % of Fund |
---|---|
Insulet Corporation | 2.59% |
Keysight Technologies Inc | 2.46% |
Synopsys, Inc. | 2.39% |
HEICO Corporation | 2.38% |
Cadence Design Systems, Inc. | 2.35% |
IDEX Corporation | 2.33% |
O'Reilly Automotive, Inc. | 2.33% |
Copart, Inc. | 2.32% |
CDW Corp. | 2.27% |
DexCom, Inc. | 2.24% |