BCOIX : Baird Core Plus Bond Fund Class Institutional

BCOIX is a Bond Market Total US Bond Market with LOW fees.

BCOIX

Baird Core Plus Bond Fund Class Institutional

FI Score

88 /100

Expense Ratio Rating

9 /10

Expense Rating

7 /10

Market Score

9 /10

Category Score

10 /10

Market Size

9 /10

88% FI Score
  • bcoix
  • Mutual Fund
  • Bond
  • Total US Bond Market

Baird Core Plus Bond Fund Class Institutional

Expenses: 0.30% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why ยป

Fund Summary

The investment seeks an annual rate of total return, before fund expenses, greater than the annual rate of total return of the Bloomberg Barclays U.S. Universal 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; asset-backed and mortgage-backed obligations of U.S. and foreign issuers; corporate debt of U.S. and foreign issuers. It invests primarily in investment-grade debt obligations, but may invest up to 20% of its net assets in non-investment grade debt obligations (sometimes referred to as "high yield" or "junk" bonds).

Largest Holdings

Amount Holding
3.86% United States Treasury Notes 1.88%
3.73% United States Treasury Bonds 2.88%
3.08% United States Treasury Bonds 2.5%
2.01% United States Treasury Notes 1.75%
1.93% United States Treasury Bonds 3.5%
0.95% United States Treasury Notes 2.13%
0.50% Fnma Pass-Thru I 3.5%
0.45% Federal National Mortgage Association 3.5%
0.43% United States Treasury Notes 1.63%
0.40% Federal National Mortgage Association 3%
0.40% Fnma Pass-Thru I 3.5%
0.39% Government National Mortgage Association 4.5%
0.38% FEDERAL HOME LN MTG CORP MULTICLASS MTG PARTN CTFS GTD 3.33%
0.37% Fnma Pass-Thru I 2.5%
0.37% Federal Home Loan Mortgage Corporation 3%
0.35% Federal Home Loan Mortgage Corporation 3%
0.35% Federal National Mortgage Association 4%
0.33% TOWD POINT MORTGAGE TRUST 2.9%
0.32% Federal Home Loan Mortgage Corporation 3.5%
0.31% Federal Home Loan Mortgage Corporation 3%
0.31% Federal Home Loan Mortgage Corporation 3.93%
0.30% Federal Home Loan Mortgage Corporation 4.5%
0.30% Federal Home Loan Mortgage Corporation 3.49%
0.28% Bank 2017 Bnk8 3.49%
0.28% Federal Home Loan Mortgage Corporation 3%

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs up duo