Baird Aggregate Bond Fund (BAGIX) was recently featured in the January 2021 issue of Morningstar FundInvestor and on Morningstar.com. In the article titled “Funds for 2021 and Beyond,” the article states:
Baird Aggregate Bond (BAGIX), led by Mary Ellen Stanek, takes a disciplined approach that you can depend on. The fund sticks mainly to high-quality corporates and securitized debt. It avoids big bets on single issuers and most forms of big risk-taking, yet it consistently beats its peers.”
Read the full article. (registration may be required)
Information about Baird bond funds including their performance can be found here or from the dropdowns above.
Performance data represents past performance and does not guarantee future results. The investment return and principal value of the investment will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Current performance data may be lower or higher than the data quoted. To obtain the fund’s performance to the most recent month end, SEC 30-day yield information, any sales charges, maximum sales charges, loads, fees, total annual operating expense ratio, gross of any fee waivers or expense reimbursements as stated in the fee table contact Baird directly at 866-442-2473 or www.bairdassetmanagement.com/baird-funds.
Investors should consider the investment objectives, risks, charges and expenses of each fund carefully before investing. This and other information is found in the prospectus and summary prospectus. For a prospectus or summary prospectus, contact Baird directly at 866-442-2473. Please read the prospectus or summary prospectus carefully before investing.
Additional risks in emerging marketing include currency fluctuations, foreign taxes and regulations, and the potential for illiquid markets and political instability. Other risks may be more pronounced in emerging markets. Diversification does not ensure a profit or protect against loss.
Analyst Rating is the summary expression of Morningstar's forward-looking analysis of a fund. Morningstar analysts assign the ratings on a five-tier scale with three positive ratings of Gold, Silver, and Bronze, a Neutral rating, and a Negative rating. The Analyst Rating is based on the analyst's conviction in the fund's ability to outperform its peer group and/or relevant benchmark on a risk-adjusted basis over the long term. If a fund receives a positive rating of Gold, Silver, or Bronze, it means Morningstar analysts think highly of the fund and expect it to outperform over a full market cycle of at least five years. The Analyst Rating is not a market call, and it is not meant to replace investors' due-diligence process. It cannot assess whether a fund is the right fit for a particular portfolio and risk tolerance. Morningstar evaluates funds based on five key pillars--Process, Performance, People, Parent, and Price. Analysts assign a rating of Positive, Neutral, or Negative to each pillar. Analyst Rating Scale - Gold: Best-of-breed fund that distinguishes itself across the five pillars and has garnered the analysts' highest level of conviction. Silver: Fund with advantages that outweigh the disadvantages across the five pillars and with sufficient level of analyst conviction to warrant a positive rating. Bronze: Fund with notable advantages across several, but perhaps not all, of the five pillars. Analyst Ratings are reevaluated at least every 14 months.