BSVSX : Baird SmallCap Value Fund Investor Class

BSVSX is a US Stocks Market Small Blend with HIGH fees.

BSVSX

Baird SmallCap Value Fund Investor Class

FI Score

22 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

22% FI Score
  • bsvsx
  • Mutual Fund
  • US Stocks
  • Small Blend

Baird SmallCap Value Fund Investor Class

Expenses: 1.20% (Better than 0% of similar funds)

This is a bad choice for a Small Blend US Stocks fund. See why »

Fund Summary

The investment seeks to provide long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in a diversified portfolio of common stocks of companies with small market capitalizations. Although it invests principally in U.S. companies, the fund may invest up to 15% of its total assets in equity securities (consisting of common stocks, ordinary shares and American Depositary Receipts (“ADRs”)) of foreign companies that are traded on U.S. exchanges.

Largest Holdings

Amount Holding
4.94% ICU Medical Inc
4.61% CACI International Inc Class A
4.61% J2 Global Inc
4.51% Southwest Gas Holdings Inc
4.37% Agree Realty Corp
4.17% Atlantica Yield PLC
4.17% Boingo Wireless Inc
3.93% CyrusOne Inc
3.51% Meta Financial Group Inc
3.38% Algonquin Power & Utilities Corp
3.38% Physicians Realty Trust
3.00% Air Transport Services Group Inc
2.94% Construction Partners Inc Class A
2.68% Axos Financial Inc
2.66% Perspecta Inc Ordinary Shares
2.38% Essent Group Ltd
2.38% Dolby Laboratories Inc
2.38% Blackstone Mortgage Trust Inc A
2.26% nVent Electric PLC
2.25% Merchants Bancorp
1.91% Trinet Group Inc
1.87% NMI Holdings Inc A
1.81% Eagle Pharmaceuticals Inc
1.73% Cerence Inc Ordinary Shares
1.68% Patrick Industries Inc

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