In an October 2, 2020, Barron’s article, Baird Advisors chief investment officer Mary Ellen Stanek, CFA, and deputy chief investment officer Warren Pierson, CFA, were both quoted talking about the near-term risks in the fixed income markets and where they are finding investment opportunities. Additionally, the Baird Aggregate Bond Fund was included in a list of funds compiled for the article that “balance the need for income with the need for safety.” 

From the article:

On the safety end of the barbell, “We are looking at quality and liquidity, not yield,” says Pierson, who has been doing that with a mix of Treasuries and government mortgages that are still very liquid, as well as securitized assets, such as the top tier of asset-backed mortgages, commercial mortgage-backed securities, and even some investment-grade corporate bonds.

Read the entire article on (may require a subscription).

Performance data represents past performance and does not guarantee future results.  The investment return and principal value of the investment will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Current performance data may be lower or higher than the data quoted. To obtain the fund’s performance to the most recent month end, SEC 30-day yield information, any sales charges, maximum sales charges, loads, fees, total annual operating expense ratio, gross of any fee waivers or expense reimbursements as stated in the fee table contact Baird directly at 866-442-2473. 

Investors should consider the investment objectives, risks, charges and expenses of each fund carefully before investing. This and other information is found in the prospectus and summary prospectus. For a prospectus or summary prospectus, contact Baird directly at 866-442-2473 or contact your Financial Advisor.