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Home > Financial Services > Mutual Funds > Baird
Baird
Baird funds was founded in 1919. The company has its headquarters in Milwaukee, Wisconsin. Robert W Baird & Co. has been a member of the New York Stock Exchange since 1948. Baird Holding Company’s total capital is 475 million dollars.
The Baird Fund family offers both fixed income mutual funds, managed by Baird Advisors, and equity mutual funds, managed by Baird Investment Management. The investment disciplines of Baird Advisors and BIM provide a full range of high-quality equity and fixed income mutual funds. Their investment professionals use a proven, disciplined investment approach that seeks to deliver consistent, competitive returns to their shareholders.
There are 3 types of funds Baird MidCap Investments seeks long-term growth of capital. It normally invests at least 80 percent of net assets in the equity securities of mid-capitalization companies, principally common stocks, preferred stocks and securities convertible into common stocks of U.S. issuers, including foreign issuers that are directly traded in the United States. It may also invest up to 15 percent of net assets in foreign securities.
Baird LargeCap Investment seeks long-term capital appreciation.. It invests 80 percent of its assets in the equity securities of large-capitalization companies. The fund may also invests a combined total of up to 15 percent of its assets in American Depositary Receipts and mid-capitalization companies.
In both the plans, Minimum initial investment is 250 dollars, and the minimum subsequent investment is 250 dollars.
Baird Aggregate Bond Investment Fund seeks to provide total return greater than that of the Lehman Brothers Aggregate Bond index. It will normally invest 65 percent of its assets in investment-grade debt securities. The advisor attempts to match the average duration of the securities in the fund with the average duration of the securities in the fund's benchmark. It may invest up to 15 percent of its net assets in illiquid investments and up to 20 percent of its net assets in U.S. dollar-denominated debt obligations of foreign corporations and governments. The advisor regularly adjusts the portfolio in order to address changes in yields and underlying risks in various sectors.
Minimum initial investment is 2500 dollars the minimum subsequent investment is 500 dollars.
Baird’s mission is to provide the best financial advice and service to clients and the vision is to be the best financial partner for clients and the best place to work.
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