Baird Mid Cap Growth Fund - Institutional Class (BMDIX) Research

This fund primarily allocates its assets, typically at least 80% of its net worth (including any borrowed capital), to equity investments in mid-capitalization companies, both domestic and international. These holdings mainly encompass common stocks, preferred stocks, securities exchangeable for common stock, and American Depositary Receipts (ADRs) that trade on major U.S. exchanges. Although the fund predominantly invests in U.S. corporations, it has the flexibility to commit up to 15% of its overall assets to foreign equity securities, which may include common stocks, ordinary shares, and ADRs.

Market snapshot

Symbol
BMDIX
Price
$20.46
Day change
+1.04%
Market cap
$1.1B
52-week range
18.05-23.66
Sector
Financial Services
Industry
Asset Management
Analyst price target
$75.00

Peer companies

  • Artisan Focus Fund Investor Shares (ARTTX)
  • Baird Mid Cap Growth Fund - Investor Class (BMDSX)
  • Goldman Sachs Mid Cap Growth Fund Class A Shares (GGOAX)
  • Lazard US Equity Concentrated Portfolio (LEVIX)
  • Lazard US Equity Concentrated Portfolio Open Shares (LEVOX)
  • Columbia Fds Srs Tr, Columbia Convertible Securities Fund Class A (PACIX)
  • Royce Total Return Fund Service Class (RYTFX)
  • Allspring Index Asset Allocation Fund Class A (SFAAX)

Open Baird Mid Cap Growth Fund - Institutional Class (BMDIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.