Baird Ultra Short Bond Fund Investor Cl (BUBSX) Research

The Baird Ultra Short Bond Fund Investor Class typically allocates at least 80% of its net assets to fixed-income securities. These holdings predominantly consist of U.S. dollar-denominated debt obligations from a diverse range of issuers. This encompasses debt issued by the U.S. government and various public-sector entities, as well as asset-backed and mortgage-backed securities originating from both domestic and international sources. Additionally, the fund invests in corporate bonds from U.S. and non-U.S. companies, alongside money market instruments. While the fund primarily targets investment-grade debt—requiring a strong credit rating from at least one major agency at the time of acquisition—it retains the flexibility to allocate up to 10% of its net assets to higher-yielding bonds.

Market snapshot

Symbol
BUBSX
Price
$10.16
Day change
+0.10%
Market cap
$9.4B
52-week range
10.13-10.2
Sector
Financial Services
Industry
Asset Management - Bonds
Analyst price target
$29.00

Peer companies

  • Baird Intermediate Bond Fd Investor Cl (BIMSX)
  • Baird Short-Term Bond Fd Inv Cl (BSBSX)
  • Voya Intermediate Bond Fund Class I (IICIX)
  • Performance Trust Total Return Bond Fund-Institutional Class (PTIAX)
  • PIMCO Funds Short Term Fund Institutional Shares (PTSHX)
  • American Funds Capital World Bond Fund Class R-1 (RCWAX)
  • Allspring Core Plus Bond Fund Class A (STYAX)
  • T. Rowe Price Ltd Dur Infl Focus Bd (TRBFX)

Open Baird Ultra Short Bond Fund Investor Cl (BUBSX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.