National recognition for Baird Mid Cap Fund: 

            
  • Lipper – Baird Mid Cap Fund ranked the No. 1 Fund out of 391 in its Peer Group for the one-year period ending March 30, 2012. 
     
  • The Wall Street Journal – Baird Mid Cap recognized in “Category Kings” as No. 1 Fund in Lipper Mid Cap Growth Universe for one-year period ending March 30, 2012. 
     
  • Dow Jones Newswires’ Tip Sheet – “Balanced Approach Yields Big Returns for Baird MidCap 
     
  • The Street’s “Best Mutual Funds” – Baird Mid Cap ranked No. 1 in the SMF Mid Cap Growth category out of 123 funds
  The Baird Mid Cap Fund has posted impressive rankings versus its benchmark and peer group, both short-term and more importantly over the long term. The fund carries a five-star ranking from Morningstar due to its ranking in the top 10% of its peers over the past three- and five-year periods.

View the fund fact sheet.


If you would like additional information, please contact us at 800-444-9102 or .
 
 
 
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 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% receive 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.)

As of 3/31/2012, the Baird Mid Cap Fund Institutional Class received five stars for the three-year period among 662 Mid-Cap Growth Funds; five stars for the five-year period among 595 Mid-Cap Growth Funds; four stars for the 10-year period among 424 Mid-Cap Growth Funds and five stars overall among 662 Mid-Cap Growth Funds.

Lipper rankings are based on average annual total returns for the one-, five- and 10-year life periods for each respective Lipper category. Each fund is ranked based on average annual total returns assuming reinvestment of dividends and capital gains distributions, at net asset value and the deduction of all fund expenses. Since inception, Lipper rankings are calculated from the month end following the fund’s inception.

As of 3/31/2012, the Baird Mid Cap Fund Institutional Class ranked #1 for the one-year period among 391 Mid Cap Growth funds, #12 for the five-year period among 304 Mid Cap Growth funds, #37 for the ten-year period among 198 Mid Cap Growth funds, and #40 since its 12/29/2000 inception among 174 Mid Cap Growth funds.

To be eligible for The Street ranking consideration, an open-end mutual fund needed at least a 3-year history as of 12/31/11 and open to new assets on 12/31/11 with a minimum investment not exceeding $100,000. 50% of the ranking is based upon performance metrics, including total return less expenses, with a weighting to give more recent performance greater emphasis. 50% of the ranking is based upon risk metrics, including standard deviation, size of trough-to-peak (drawdown factor), semi-standard deviation and beta. Less risk is favorable.

The Fund invests a substantial portion of its assets in the stocks of mid-capitalization companies. Mid-capitalization companies often are more volatile and face greater risks than larger, more established companies. The Fund focuses on growth-style stocks and therefore the performance of the Fund will typically be more volatile than the performance of funds that focus on types of stocks that have a broader investment style. The Fund may invest up to 15% of its total assets in foreign securities and ADRs. Foreign investments involve risks such as currency rate fluctuations, different and sometimes less strict financial reporting standards and regulation, and the potential for political and economic instability.

The funds’ Morningstar, Lipper and The Street Rankings reflect past performance, which is no guarantee of future results.

Investors should consider the investment objectives, risks, charges and expenses of a fund carefully before investing. This and other information is found in the prospectus. For a prospectus or ratings current to the most recent month-end, please contact bairdfunds.com. Please read the prospectus carefully before investing.

 

Social Icons

Careers|Help|Site Map|Important Disclosures|Privacy Policy|Financial Information|Business Continuity
©2014 Robert W. Baird & Co. Incorporated.
The services featured on this Web site may not be available in all jurisdictions or to all persons/entities. For more information, please see Important Disclosures. Robert W. Baird & Co. Incorporated. Member SIPC.