Baird Short-Term Municipal Bond Fund (BTMIX.O)

At A Glance

You hold BTMIX.O in 0 portfolios

Net Asset Value

9.95USD

 0.01 +0.10%

05/27/2022

Category
Short/Intermediate Tax-Exempt
YTD Return (Cumulative)
 -3.77%
Classification
Short Muni Debt
5 Year Return (Annualized)
 1.25%
Lipper Index
Lipper Sh Muni Dbt Fd IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Growth of $10,000 since August, 2015 »

 BTMIX

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyBaird
Inception Date08/31/2015
Portfolio Turnover44%
Dividend Yield--
Fund ManagerTeam Managed
Manager Tenure--
Baird
777 East Wisconsin Avenue
Milwaukee, WI 53202

Fees, Expenses, & Minimums

Load TypeInstitutional
Total Expense Ratio0.30%
Max 12b-1 Fee Ratio--
Early Redemption Fee--
Initial Investment$25,000
Subsequent Investments--
Initial IRA Investments$25,000
Subsequent IRA Investments--

Investment Strategy

The Fund seeks current income that is exempt from federal income tax and is consistent with the preservation of capital. The Fund normally invests at least 80% of its net assets in municipal bonds and debentures, the income from which is exempt from federal income tax (including the federal alternative minimum tax).

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
127
Consistent Return
 
127
Capital Preservation
 
6245
Low Expense
 
71
Tax Efficiency (U.S. only)
 
127

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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