Baird Short-Term Bond Fd Inv Cl (BSBSX) Research

The fund aims to generate an annual total return that, prior to accounting for fund expenses, exceeds the performance of the Bloomberg 1-3 Year U.S. Government/Credit Bond Index. It generally commits at least 80% of its net assets to U.S. dollar-denominated debt instruments. These include obligations issued by the U.S. government and other public-sector bodies, asset-backed and mortgage-backed securities from both domestic and international issuers, and corporate bonds from companies located in the U.S. and abroad. All securities must possess an investment-grade rating from at least one prominent credit rating agency when acquired, or, if unrated, be judged as investment-grade by the advisor.

Market snapshot

Symbol
BSBSX
Price
$9.48
Day change
+0.11%
Market cap
$12.2B
52-week range
9.47-9.61
Sector
Financial Services
Industry
Asset Management - Bonds
Analyst price target
$26.00

Peer companies

  • Akre Focus Fund Institutional Class (AKRIX)
  • Baird Intermediate Bond Fd Investor Cl (BIMSX)
  • Baird Ultra Short Bond Fund Investor Cl (BUBSX)
  • Fuller & Thaler Behavioral Small-Cap Equity Fund - Investor Shares (FTHNX)
  • T. Rowe Price Retirement 2055 Fund Advisor Class (PAROX)
  • Principal Funds, Inc. Blue Chip Fund, Class A (PBLAX)
  • American Funds Capital World Bond Fund Class R-1 (RCWAX)
  • Allspring Core Plus Bond Fund Class A (STYAX)

Open Baird Short-Term Bond Fd Inv Cl (BSBSX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.