Baird Smallcap Value Fund Quote
| BSVIX Fund | USD 16.70 0.01 0.06% |
Performance20 of 100
| Odds Of DistressLess than 15
|
Baird Smallcap is trading at 16.70 as of the 13th of November 2024; that is 0.06 percent down since the beginning of the trading day. The fund's open price was 16.71. Baird Smallcap has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Baird Smallcap Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 15th of August 2024 and ending today, the 13th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities. Although it invests principally in U.S. companies, the fund may invest up to 15 percent of its total assets in equity securities of foreign companies. More on Baird Smallcap Value
Moving together with Baird Mutual Fund
Moving against Baird Mutual Fund
Baird Mutual Fund Highlights
| Fund Concentration | Baird Funds, Large Funds, Small Blend Funds, Small Blend, Baird (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Baird Smallcap Value [BSVIX] is traded in USA and was established 13th of November 2024. Baird Smallcap is listed under Baird category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Baird family. This fund currently has accumulated 62.25 M in assets under management (AUM) with minimum initial investment of 25 K. Baird Smallcap Value is currently producing year-to-date (YTD) return of 23.18% with the current yeild of 0.0%, while the total return for the last 3 years was 6.8%.
Check Baird Smallcap Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Baird Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Baird Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Baird Smallcap Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Baird Smallcap Value Mutual Fund Constituents
| ORI | Old Republic International | Stock | Financials | |
| IMMR | Immersion | Stock | Information Technology | |
| ARKO | Arko Corp | Stock | Consumer Discretionary | |
| LTC | LTC Properties | Stock | Real Estate | |
| BXMT | Blackstone Mortgage Trust | Stock | Financials | |
| ADC | Agree Realty | Stock | Real Estate | |
| MBIN | Merchants Bancorp | Stock | Financials | |
| LNT | Alliant Energy Corp | Stock | Utilities |
Baird Smallcap Value Risk Profiles
| Mean Deviation | 0.9107 | |||
| Semi Deviation | 0.6369 | |||
| Standard Deviation | 1.25 | |||
| Variance | 1.57 |
Baird Smallcap Against Markets
Other Information on Investing in Baird Mutual Fund
Baird Smallcap financial ratios help investors to determine whether Baird Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Baird with respect to the benefits of owning Baird Smallcap security.
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments |