Baird MidCap Fund Investor Class (BMDSX)

$23.16
C Fund
++ Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Growth
Fund BenchmarkU.S. Mid Cap - Growth
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Baird MidCap Fund Investor Class 34 0.97 3.25% -2.49% 1.10%
U.S. Mid Cap - Growth 35 0.99 9.27% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 2.61% 8.58% -5.97%
Year-to-Date 3.25% 9.27% -6.01%
1 Year 12.15% 0.00% 12.15%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

34%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 34% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 1.10%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$1,377

Real cost (fees + lost compounding)

$1,706

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
99%

Return in excess of styles
(over past year)
-3.27%