Baird aggregate bond fund.

The Baird Aggregate Bond Fund (Institutional Class) received a 5- star Overall Morningstar Rating out of 403 funds in the Intermediate Core Bond category as of 6 /30/2021. The fund was rated 4 stars of out 403 funds, 4 stars out of 348 funds; and 5 stars out of 264 funds in the Summary. Appreciation for how Baird Aggregate Bond’s’ capable and collaborative investing culture pairs with the firm’s simple but effective style earns an upgrade of the investor shares ...The video emphasizes the Baird Aggregate Bond Fund’s simplistic yet effective strategy. Watch the video. 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.View the latest Baird Aggregate Bond Fund;Institutional (BAGIX) stock price, news, historical charts, analyst ratings and financial information from WSJ.The Advisor attempts to keep the duration of the Fund’s portfolio substantially equal to that of its benchmark, the Bloomberg U.S. Aggregate Bond Index. The duration of the Fund’s benchmark as of March 31, 2023 was 6.33 years. The dollar‑weighted average portfolio effective maturity of the Fund will normally be more than five years but ...

Vanguard, Fidelity, and Guggenheim are among the best-performing funds. Sadhika R. Thapa. Sep 25, 2023. It continues to be a rocky road for bond fund investors. Core bond funds—important ...

The Advisor attempts to keep the duration of the Fund’s portfolio substantially equal to that of its benchmark, the Bloomberg U.S. Aggregate Bond Index. The duration of the Fund’s benchmark as of March 31, 2023 was 6.33 years. The dollar‑weighted average portfolio effective maturity of the Fund will normally be more than five years but ... Get Quotes for Top Holdings. Name. Symbol. % Assets. First American Government Obligs U. FGUXX. 2.36%. View Top Holdings and Key Holding Information for Baird Aggregate Bond Fund (BAGIX).

Get Quotes for Top Holdings. Name. Symbol. % Assets. First American Government Obligs U. FGUXX. 2.36%. View Top Holdings and Key Holding Information for Baird Aggregate Bond Fund (BAGIX).Compare and contrast key facts about Baird Aggregate Bond Fund Class I (BAGIX) and Dodge & Cox Income Fund (DODIX). BAGIX is managed by Baird.Baird Aggregate Bond Fund (Institutional Class: BAGIX) (Investor Class: BAGSX) Baird Core Plus Bond Fund (Institutional Class: BCOIX) (Investor Class: BCOSX) Municipal Bond Funds Baird Short-Term Municipal Bond Fund (Institutional Class: BTMIX) (Investor Class: BTMSX) Baird Strategic Municipal Bond Fund (Institutional Class: BSNIX) (Investor ...Bloomberg U.S. Aggregate Bond Index. The duration of the Fund’s benchmark as of March 31, 2023 was 6.33 years. The dollar-weighted average portfolio effective maturity of the Fund will normally be more than five years but less than 10 years during normal market conditions. The Fund may invest in debt obligations of all maturities. TheSee fees data for Baird Aggregate Bond Fund (BAGSX). Research information including fund fees, cost projections and minimum investments for Baird Aggregate Bond Fund.

Baird Aggregate Bond Inv BAGSX Performance. Baird Aggregate Bond Inv. BAGSX. Morningstar Medalist Rating. | Medalist Rating as of Feb 7, 2023 | See Baird Investment Hub. Quote. Chart. Fund ...

Schwab US Aggregate Bond Index 22.90. 73,955,360 — Schwab® S&P 500 Index 14.34. 46,319,918 — Baird Aggregate Bond Inst 11.05 ... Intermediate-Term Core Bond Funds ;

BAIRD AGGREGATE BOND FUND CLASS INVESTOR- Performance charts including intraday, historical charts and prices and keydata.Baird Aggregate Bond Fund (BAGIX) Nasdaq - Nasdaq Delayed Price. Currency in USD. Follow. 2W 10W 9M. 9.60 +0.09 (+0.95%) At close: 08:01PM EST. 1m. YTD.Feb 7, 2023 · Summary. Appreciation for how Baird Aggregate Bond’s’ capable and collaborative investing culture pairs with the firm’s simple but effective style earns an upgrade of the investor shares ... Baird Aggregate Bond Fund is an open-end fund incorporated in the USA. The Fund's objective is to seek an annual rate of total return, before fund expenses, greater than the annual rate of total ...Baird Aggregate Bond Inst is part of the Fixed Income global asset class and is within the Taxable Bond fund group. Baird Aggregate Bond Inst has 14.3% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 0.0%. There is 0.0% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The Advisor attempts to keep the duration of the Fund’s portfolio substantially equal to that of its benchmark, the Bloomberg U.S. Aggregate Bond Index. The duration of the Fund’s benchmark as of March 31, 2023 was 6.33 years. The dollar‑weighted average portfolio effective maturity of the Fund will normally be more than five years but ...The Fund normally invests at least 80% of its net assets in the following types of U.S. dollar-denominated debt securities: Asset-backed and mortgage-backed obligations of U.S. and foreign issuers. The Fund invests primarily in investment-grade debt securities, but may invest up to 20% of its net assets in non-investment-grade securities.

The investment seeks an annual rate of total return, before fund expenses, greater than the annual rate of total return of the Bloomberg U.S. Aggregate Bond Index. The fund normally invests at least 80% of its net assets in the following types of U.S. dollaru001adenominated debt obligations: U.S. government and other publicu001asector entities ...The following is our latest Fund Analyst Report for Baird Aggregate Bond BAGIX. Morningstar Premium Members have access to full analyst reports such as this for more than 1,000 of the largest and ...A recent article on Morningstar.com highlights the rationale for upgrading Baird Aggregate Bond, Baird Core Plus Bond, Baird Short-Term Bond and Baird Ultra Short Bond to Morningstar Gold Rated Funds. Morningstar analysts gave their perspective on how “Baird’s seasoned leadership and tight-knit investing culture make it exemplary.”.This is for persons in the US only. Analyze the Fund Baird Aggregate Bond Fund Class Institutional having Symbol BAGIX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.BAGIX is an intermediate-term core bond fund that invests in U.S. government and agency bonds, with a focus on credit quality and interest rate sensitivity. The fund has a Morningstar Analyst Rating of Gold and a low expense ratio of 0.300%, but no growth data available.

Intermediate Core Plus Bond. Dodge & Cox Income Fund. DODIX 2.50%. B. Intermediate Core Bond. Baird Aggregate Bond Fund. BAGIX 2.50%. EQUITY. C. Global Real ...

Baird Municipal Bond – $ 0.08402 Investor BMQSX None 10.74 Baird Quality Int. Muni Bond – Inst. BMBIX None 11.83 Baird Quality Int. Muni Bond – None Investor BMBSX None 12.13 Baird Strategic Muni Bond – Inst. BSNIX $ 0.05758 None 10.75 Baird Strategic Muni Bond – Investor BSNSX $ 0.05758 None 10.75Jun 22, 2022 ... ... Baird Funds: https://www.bairdassetmanagement.com/baird-funds/bond-funds/} For specific performance information for the Baird Aggregate Bond ...Analyze the Fund Baird Aggregate Bond Fund Class Investor having Symbol BAGSX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.Baird Ultra Short 18.89Bond Fund % Baird Short-Term Bond Fund 25.68% Baird Intermediate Bond Fund 30.98% Baird Aggregate Bond Fund 20.47% Baird Core Plus Bond Fund 12.33% Baird Short-Term Municipal Bond Fund 0.20% Baird Strategic Municipal Bond Fund 0.00% Baird Quality Intermediate Municipal Bond Fund 0.00%This is for persons in the US only. Analyze the Fund Baird Aggregate Bond Fund Class Institutional having Symbol BAGIX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.Baird, meanwhile, has a growth rate of 9.1% thanks to its big fixed income business, with the Baird Aggregate Bond fund (BAGIX) taking in $4.3bn in 2023. This is followed by the Baird Core Plus Bond fund, which has taken in $1.8bn in seven months. Offbeat index shops growing fast. On the index side there is a very clear trend developing.The funded debt to EBITDA ratio is calculated by looking at the funded debt and dividing it by the earnings before interest, taxes, depreciation and amortization. Funded debt is long-term debt financed debt, such as bonds, that comes due in...BAGIX. Fund. •. Index. •. Category. This graph represents the growth of a hypothetical investment of $10,000. It assumes reinvestment of dividends and capital gains, and does not reflect sales loads, redemption fees or the effects of taxes on any capital gains and/or distributions. If the inception date of the Fund is less than the time ...Four of Baird’s bond funds have again been named to the Morningstar ® Thrilling 31 list. Returning to the list are the Baird Aggregate Bond Fund (BAGIX), Baird Short-Term Bond Fund (BSBIX), and Baird Ultra Short Bond Fund (BUBIX)—all three are Morningstar Analyst Rating™ Gold Rated. Also on the list is the Morningstar Analyst Rating ...

Baird Aggregate Bond Fund Inst (BAGIX) dividend growth history: By month or year, chart. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount.

BAGIX. Fund. •. Index. •. Category. This graph represents the growth of a hypothetical investment of $10,000. It assumes reinvestment of dividends and capital gains, and does not reflect sales loads, redemption fees or the effects of taxes on any capital gains and/or distributions. If the inception date of the Fund is less than the time ...

Fund Performance. The fund has returned 1.22 percent over the past year, -5.43 percent over the past three years, 0.28 percent over the past five years, and 1.29 percent over the past decade.The Baird Aggregate Bond Ret Acct is a Separate Account Sub-Account maintained by TFLIC and invests exclusively in the Baird Aggregate Bond Ret Opt (Class 30), a Transamerica Life Insurance Company (TLIC) Separate Account. The TLIC Separate Account invests exclusively in the Baird Aggregate Bond Fund (Inst Class Shares), a mutual fund (Fund).Baird Aggregate Bond – Inst. BAGIX None None N/A Baird Aggregate Bond – Investor BAGSX None None N/A Baird Core Plus Bond – Inst. BCOIX None None N/A Baird Core Plus Bond – Investor BCOSX None None N/A Baird Intermediate Bond – Inst. BIMIX None None N/A Baird Intermediate Bond – Investor BIMSX None None N/AThe Baird Aggregate Bond Fund (Institutional Class) received a 4-star Overall Morningstar Rating out of 420 funds in the Intermediate Core Bond category as of 9/30/2023. The fund was rated 3 stars of out 420 funds, 4 stars out of 383 funds; and 4 stars out of 277 funds in the Intermediate CoreGet Quotes for Top Holdings. Name. Symbol. % Assets. First American Government Obligs U. FGUXX. 2.36%. View Top Holdings and Key Holding Information for Baird Aggregate Bond Fund (BAGIX).The video emphasizes the Baird Aggregate Bond Fund’s simplistic yet effective strategy. Watch the video. 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.Four of Baird’s bond funds have again been named to the Morningstar ® Thrilling list of Funds. Morningstar narrows a universe of 15,000 fund share classes to a short list - this year the list contains just 30 Funds. Returning to the list are the Baird Aggregate Bond Fund (BAGIX), Baird Short-Term Bond Fund (BSBIX), and Baird Core Plus Bond ...Nov 23, 2023 · A high-level overview of Baird Aggregate Bond Fund Inst (BAGIX) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools. Nov 22, 2023 · The investment seeks an annual rate of total return, before fund expenses, greater than the annual rate of total return of the Bloomberg U.S. Aggregate Bond Index. The fund normally invests at least 80% of its net assets in the following types of U.S. dollar‑denominated debt obligations: U.S. government and other public‑sector entities ... Lyle Fitterer, Co-Lead Municipal Sector and Senior Portfolio Manager of Baird Advisors, recently joined Bloomberg Markets: The Close to discuss the state of municipal bonds. Watch the interview on bloomberg.com. Investors should consider the investment objectives, risks, charges and expenses of the fund carefully before investing.Baird Aggregate Bond Fund (Institutional Class: BAGIX) (Investor Class: BAGSX) Baird Core Plus Bond Fund (Institutional Class: BCOIX) (Investor Class: BCOSX) Municipal Bond Funds Baird Short-Term Municipal Bond Fund (Institutional Class: BTMIX) (Investor Class: BTMSX) Baird Strategic Municipal Bond Fund (Institutional Class: BSNIX) (Investor ...

Mutual funds rating firm Morningstar has upgraded Baird Core Plus, Baird Aggregate and Baird Short-Term Bond Funds to its prestigious Gold rating. Baird Short-Term Bond Fund (BSBIX/BSBSX) is the only Gold-rated fund in Morningstar’s Short-Term Bond Category (Morningstar.com, 2019). Morningstar wrote, “The small but tight-knit team behind ... Analyze the Fund Baird Aggregate Bond Fund Class Investor having Symbol BAGSX for type mutual-funds and perform research on other mutual funds. Learn more about …Baird Aggregate Bond Fund Inv (BAGSX) dividend growth history: By month or year, chart. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount.Fund Performance. The fund has returned 1.22 percent over the past year, -5.43 percent over the past three years, 0.28 percent over the past five years, and 1.29 percent over the past decade.Instagram:https://instagram. how do i invest in startupsday trading podcastmcf energybarrrons A September 8 U.S. News & World Report article featured Baird Aggregate Bond Fund (BAGIX) as one of the best mutual funds for retirement. The article cites the fund’s focus on risk control and investment discipline. Read the article. Performance data quoted represents past performance. liontown resources stocktravodate This is for persons in the US only. Analyze the Fund Baird Aggregate Bond Fund Class Institutional having Symbol BAGIX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com. ai for pc Baird Aggregate Bond Fund is an open-end fund incorporated in the USA. The Fund's objective is to seek an annual rate of total return, before fund expenses, greater than the annual rate of total ...Baird Aggregate Bond Fund Inv (BAGSX) dividend growth history: By month or year, chart. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount.BAIRD AGGREGATE BOND FUND CLASS INSTITUTIONAL- Performance charts including intraday, historical charts and prices and keydata.