Baird Mid Cap Growth Fund - Investor Class (BMDSX) Research

The Baird Mid Cap Growth Fund typically dedicates a minimum of 80% of its net assets, along with any funds acquired through borrowing, to equity investments in mid-sized companies. These investments predominantly comprise common stocks, preferred stocks, securities convertible into common stock, and American Depositary Receipts (ADRs) issued by both U.S. and international mid-capitalization firms, provided they are traded on prominent U.S. exchanges. Although the portfolio largely concentrates on U.S.-based enterprises, it maintains the option to allocate up to 15% of its total assets to foreign equity holdings, encompassing common shares, ordinary shares, and ADRs from non-U.S. companies.

Market snapshot

Symbol
BMDSX
Price
$18.15
Day change
+1.06%
Market cap
$1.2B
52-week range
16.02-21.32
Sector
Financial Services
Industry
Asset Management
Analyst price target
$10.00

Peer companies

  • Artisan Focus Fund Investor Shares (ARTTX)
  • Baird Mid Cap Growth Fund - Institutional Class (BMDIX)
  • 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)

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