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.
Fund Family Baird
Category Intermediate Core Bond
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol BAGSX
Share Class Investor
Index Bloomberg U.S. Aggregate Bond TR
BAGSX had a total return of -2.52% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.74%.
