Baird LargeCap Inv
777 East Wisconsin Avenue Milwaukee WI 53202
Map
Phone: 866-442-2473
| Category: | Large Growth | | Fund Family: | Baird | | Net Assets: | 570.00K | | Year-to-Date Return: | -6.24% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Sep-00 |
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J. Bary Morgan
Lead Manager since
29-Sep-00 | | | Morgan is a managing director and senior portfolio manager with Robert W. Baird & Co, his employer since 1992. He is also a chief investment officer of Baird Investment Management. Morgan earned the Chartered Financial Analyst designation in 1995. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital appreciation; dividend income is a secondary consideration. The fund normally invests at least 80% of assets in the equity securities of large-capitalization companies with a market capitalization in excess of $5 billion at the time of investment. It may invest up to 20% of assets in cash or similar short-term, investment grade securities. The fund may invest up to 15% of assets in ADRs and mid-capitalization companies with a market capitalization similar to that of companies in the Standard & Poor's MidCap 400 Index. |
| Last Dividend
(26-Dec-06):
| 0.01 | | Last Cap Gain
(26-Dec-00):
| 0.00 | | Annual Holdings Turnover
| 72.00% | | Average for Category:
| 98.32% |
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| Expense | BHGSX | Category
Avg | | Total Expense Ratio: | 1.00%
| 1.35% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$393 | $622 | | 5 Yr Expense Projection*: |
$706 | $957 | | 10 Yr Expense Projection*: |
$1,593 | $1,889 |
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1.49% Nasdaq 
0.27%
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