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Baird LargeCap Inv (BHGSX)

On Nov 24: 7.37 USD  Down 0.01 (0.14%)  
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BAIRD LARGE CAP FD INVESTOR CL Delayed quote dataEdit
Net Asset Value: 7.37
Trade Time: Nov 24
Change: Down 0.01 (0.14%)
Prev Close: 7.38
YTD Return*: 9.29%
Net Assets*: 740.00K
Yield*: N/A
* As of 31-Dec-07
Baird LargeCap Inv (BHGSX)
3m  6m  1y  2y  5y  max 
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31-Dec-07
FUND BASICS
Morningstar Overall Rating: 1 stars
Total Assets: 740.00K
Category: Large Growth
Total Expense Ratio: 1.00%
Fund Profile - Holdings


31-Dec-07
PERFORMANCE & RISK
YTD Return: 9.29%
5y Avg Return: 8.05%
Rank in Category (ytd): 506
% Rank in Category (ytd): 28.95%
Beta (3y): 0.89
Morningstar Risk Rating: Low
Performance Details - Risk Details

FUND SUMMARY
The investment seeks long-term capital appreciation; dividend income is a secondary consideration. The fund normally invests at least 80% of assets in the equity securities of large-capitalization companies with a market capitalization in excess of $5 billion at the time of investment. It may invest up to 20% of assets in cash or similar short-term, investment grade securities. The fund may invest up to 15% of assets in ADRs and mid-capitalization companies with a market capitalization similar to that of companies in the Standard & Poor's MidCap 400 Index.
Fund Profile


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