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Baird Chautauqua International Gr Inv (CCWSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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18.34+0.03 (+0.16%)
At close: 06:45PM EDT

Baird Chautauqua International Gr Inv

Milwaukee, WI 53202

777 East Wisconsin Avenue

Baird Funds Inc

Management Information
,Lead Manager since April 30, 2020
Haicheng Li, CFA Managing Partner Haicheng is managing partner of Chautauqua Capital Management and serves as portfolio manager for Chautauqua’s strategies. Prior to joining Chautauqua in 2016, she was a senior analyst and portfolio manager at TCW with specific expertise in healthcare. Haicheng earned an MBA from Stanford, a master's degree in biological and biomedical sciences from Harvard's Graduate School of Arts and Sciences and a master's degree in medical sciences from Harvard Medical School, where she was a research fellow. She graduated summa cum laude from Rutgers University and was awarded a prestigious Phi Beta Kappa key for academic achievement.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryForeign Large Growth
Fund FamilyBaird
Net Assets887.4M
YTD Return0.77%
Yield0.16%
Morningstar Rating★★★★
Inception DateApr 14, 2016

Fund Operations

Last Dividend0.03
Last Cap Gain10.00
Holdings Turnover12.00%
Average for CategoryN/A

Fees & Expenses

ExpenseCCWSXCategory Average
Annual Report Expense Ratio (net)1.05%1.05%
Prospectus Net Expense Ratio1.05%N/A
Prospectus Gross Expense Ratio1.11%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.20%
Max Deferred Sales LoadN/A1.29%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A