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As an institutional fixed income investment manager and advisor to the Baird Bond Funds, Baird Advisors combines the science of understanding, measuring and controlling portfolio risks with the art of adding incremental, relative value to portfolio returns.

The pillars that support our trusted client relationships include: 

  • A stable, long-tenured team
  • A disciplined investment style 
  • An investors-first approach

We believe the merits of our time-tested philosophy and process are evidenced by the long-term nature of those client relationships and the track records of the funds and portfolios we manage:

            Lipper Rank and Percentile
             
Fund Name   Overall
Morningstar Rating
  1-Year   5-Year   10-Year   Since Inception
                     
Baird Core Plus Bond Fund
(BCOIX)
Inception:
9/29/2000
 
of 869 Intermediate-Term
Bond Funds
  37%
79 of 217
  34%
55 of 164
  18%
18 of 105
  13%
8 of 63
                     
Baird Aggregate Bond Fund
(BAGIX)
Inception:
9/29/2000
 
of 869 Intermediate-Term Bond Funds
  29%
145 of 506
  7%
27 of 398
  18%
52 of 292
  10%
14 of 153
                     
Baird Short -Term Bond Fund
(BSBIX)
Inception:
8/31/2004
 
of 445 Short-Term
Bond Funds
  28%
90 of 323
  19%
42 of 226
  26%
40 of 158
  34%
114 of 342
                     
Baird Short-Term Municipal Bond Fund
(BSBIX)
Inception:
8/31/2015
  N/A   5%
5 of 108
  N/A   N/A   3%
3 of 108
                     
Baird Core Intermediate Municipal Bond Fund
(BTMIX)
Inception:
8/31/2015
  N/A   10%
20 of 215
  N/A   N/A   12%
24 of 211



To learn more about our team and other product offerings, visit BairdAdvisors.com.




All data as of 12/31/2016

The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with a fund's three-, five- and ten-year (if applicable) Morningstar Rating metrics. For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating based on a Morningstar Risk-Adjusted Return measure that accounts for a variation in a fund's monthly performance (including the effects of sales charges, loads and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive five stars, the next 22.5% receive four stars, the next 35% received three stars, the next 22.5% receive two stars and the bottom 10% receive one star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.)

The Baird Core Plus Bond Fund Institutional Class received five stars for the three-year period among 965 Intermediate-Term Bond Funds; five stars for the five-year period among 831 Intermediate-Term Bond Funds and five stars for the 10-year period among 603 Intermediate-Term Bond Funds. The Baird Aggregate Bond Fund Institutional Class received four stars for the three-year period among 965 Intermediate-Term Bond Funds; five stars for the five-year period among 831 Intermediate-Term Bond Funds and four stars for the 10-year period among 603 Intermediate-Term Bond Funds. The Baird Short-Term Bond Fund Institutional Class received four stars for the three-year period among 496 Short-Term Bond Funds; four stars for the five-year period among 489 Short-Term Bond Funds and three stars for the 10-year period among 282 Short-Term Bond Funds.

Lipper rank/% is based on total return. Lipper Classification for Baird Core Plus Bond Fund is Core Bond Funds. Lipper Classification for Baird Aggregate Bond Fund is Core Bond Funds. Lipper Classification for Baird-Short-Term Bond Fund is Short Investment Grade Debt Funds. All ratings and ranking are for the institutional class of the funds. Past performance is not a guarantee of future results. 

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