A Proven Leader in Bond Fund Investing

With the Fed planning to continue raising rates and erratic progress on strategic economic policy initiatives in Washington, uncertainty persists in the current bond investment environment. 

In times like these, investors need seasoned managers with the experience they can rely on to help them achieve their financial goals. 

Baird Advisors is a deep and highly respected investment team with decades of experience working together and navigating volatile markets. As the manager of the Baird bond funds, our focus is to provide shareholders with consistent, incremental returns relative to industry benchmarks across market cycles.

To this end, we build well-diversified fixed income portfolios, both taxable and tax-exempt, employing a disciplined investment approach focused on:

  • Risk control 
  • Consistency of performance
  • Competitive fees

As the table below shows, our approach has helped the Baird bond funds achieve strong performance relative to benchmarks and positive industry ratings across a wide range of market environments. 

To get our latest market insights and to learn more about why investors are turning to Baird Advisors for bond fund management in these uncertain times, visit BairdFunds.com.

            Lipper Rank and Percentile
             
Fund Name   Overall
Morningstar Rating
  1-Year   5-Year   10-Year   Since Inception
                     
Baird Core Plus Bond Fund
(BCOIX)
Inception:
9/29/2000
 
of 854 Intermediate-Term
Bond Funds
  57%
130 of 228
  30%
53 of 181
  21%
21 of 103
  15%
8 of 57
                     
Baird Aggregate Bond Fund
(BAGIX)
Inception:
9/29/2000
 
of 854 Intermediate-Term
Bond Funds
  43%
211 of 496
  8%
29 of 388
  20%
58 of 292
  9%
13 of 147
                     
Baird Short-Term Bond Fund
(BSBIX)
Inception:
8/31/2004
 
of 462 Short-Term
Bond Funds
  56%
187 of 335
  21%
49 of 235
  29%
47 of 166
  29%
39 of 135
                     
Baird Short-Term Municipal Bond Fund
(BTMIX)
Inception:
8/31/2015
  N/A   2%
2 of 106
  N/A   N/A   2%
2 of 103
                     
Baird Core Intermediate Municipal Bond Fund
(BMNIX)
Inception:
8/31/2015
  N/A   11%
23 of 213
  N/A   N/A   10%
20 of 208

 

Data as of 7/31/2017. Lipper rank/% is based on total return. Lipper classification for Baird Aggregate Bond Fund and Baird Core Plus Bond Fund is Intermediate Investment Grade Debt Funds. Lipper classification for Baird Short-Term Bond Fund is Short Investment Grade Debt Funds. Lipper classification for Baird Short-Term Municipal Bond Fund is Short Municipal Debt Funds. Lipper classification for Baird Core Intermediate Municipal Bond Fund is Intermediate Municipal Debt Funds. For the latest rankings and necessary disclosures, click here.