Baird Smallmid Cap Fund Quote
| BSGSX Fund | USD 15.77 0.02 0.13% |
PerformanceGood
| Odds Of DistressLow
|
Baird Small/mid is trading at 15.77 as of the 19th of July 2025; that is 0.13 percent down since the beginning of the trading day. The fund's open price was 15.79. Baird Small/mid has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in the equity securities of U.S. and foreign small- and mid-capitalization companies, principally common stocks and American Depositary Receipts that are traded on major U.S. More on Baird Smallmid Cap
Moving together with Baird Mutual Fund
Baird Mutual Fund Highlights
| Fund Concentration | Baird Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Baird, Large, Mid-Cap Growth (View all Sectors) |
| Update Date | 30th of June 2025 |
Baird Smallmid Cap [BSGSX] is traded in USA and was established 19th of July 2025. Baird Small/mid is listed under Baird category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Baird family. This fund currently has accumulated 18.72 M in assets under management (AUM) with minimum initial investment of 2.5 K. Baird Smallmid Cap is currently producing year-to-date (YTD) return of 2.42%, while the total return for the last 3 years was 3.03%.
Check Baird Small/mid Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Baird Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Baird Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Baird Smallmid Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Baird Smallmid Cap Mutual Fund Constituents
| FICO | Fair Isaac | Stock | Information Technology | |
| CDW | CDW Corp | Stock | Information Technology | |
| KNSL | Kinsale Capital Group | Stock | Financials | |
| BR | Broadridge Financial Solutions | Stock | Industrials | |
| QDEL | Quidel | Stock | Health Care | |
| MPWR | Monolithic Power Systems | Stock | Information Technology | |
| MTZ | MasTec Inc | Stock | Industrials | |
| PODD | Insulet | Stock | Health Care |
Baird Smallmid Cap Risk Profiles
| Mean Deviation | 0.6756 | |||
| Semi Deviation | 0.7721 | |||
| Standard Deviation | 0.9893 | |||
| Variance | 0.9787 |
Baird Small/mid Against Markets
Other Information on Investing in Baird Mutual Fund
Baird Small/mid financial ratios help investors to determine whether Baird Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Baird with respect to the benefits of owning Baird Small/mid security.
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