BTMSX : Baird Short-Term Municipal Bond Fund Investor Class

BTMSX is a Bond Market Municipal Bond with MODERATE fees.

BTMSX

Baird Short-Term Municipal Bond Fund Investor Class

FI Score

63 /100

Expense Ratio Rating

8 /10

Expense Rating

5 /10

Market Score

6 /10

Category Score

8 /10

Market Size

6 /10

63% FI Score
  • btmsx
  • Mutual Fund
  • Bond
  • Municipal Bond

Baird Short-Term Municipal Bond Fund Investor Class

Expenses: 0.55% (Better than 1% of similar funds)

This is an OK choice for a Municipal Bond Bond fund. See why ยป

Fund Summary

The investment seeks current income that is exempt from federal income tax and is consistent with the preservation of capital. The fund normally invests at least 80% of its net assets in municipal bonds and debentures, the income from which is exempt from federal income tax (including the federal alternative minimum tax ("AMT")). It invests in a broadly diversified portfolio of federally tax-exempt municipal obligations issued by governmental authorities throughout the U.S. and its territories. The fund may invest in all types of municipal obligations, including pre-refunded bonds, general obligation bonds, revenue bonds, and municipal lease participations.

Largest Holdings

Amount Holding
1.15% ARIZONA INDL DEV AUTH REV 2.5%
1.07% ALASKA HSG FIN CORP MTG REV 3.75%
0.69% ILLINOIS FIN AUTH REV 4%
0.66% MATANUSKA-SUSITNA BORO ALASKA LEASE REV 5.25%
0.64% PENNSYLVANIA HSG FIN AGY SINGLE FAMILY MTG REV 4%
0.63% COLORADO HEALTH FACS AUTH REV 5%
0.59% KENTUCKY INC KY PUB ENERGY AUTH GAS SUPLLY REV 4%
0.56% PORT AUTH OF GTR CINCINNATI DEV AUTH OHIO REV 3%
0.55% NEW YORK N Y 5%
0.54% NORTH CAROLINA HSG FIN AGY 4%

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