BAGSX

About BAGSX

The Baird Aggregate Bond Fund Investor Class is an open-end mutual fund focused on providing broad exposure to U.S. dollar-denominated fixed income securities. Its principal goal is to achieve a total return, before fund expenses, that exceeds the annual return of the Bloomberg U.S. Aggregate Bond Index, a key benchmark representing investment-grade bonds in the United States. The fund maintains a duration-neutral, risk-controlled approach, aligning its interest rate sensitivity closely with the benchmark to promote consistency in performance. Its diversified portfolio typically invests at least 80% of assets in a range of debt instruments including U.S. government bonds, asset-backed securities, mortgage-backed securities, and corporate debt issued by both domestic and foreign entities. Featuring over 1,900 holdings, the fund is actively managed by a seasoned team employing collaborative, bottom-up security selection and sector allocation strategies. It is classified as an intermediate core bond fund, offering investors regular monthly income distributions and moderate interest rate sensitivity, making it a staple in diversified fixed income strategies for a variety of investor profiles. The fund charges a competitive expense ratio and is accessible with a moderate initial investment requirement.