About BCOSX
The Baird Core Plus Bond Fund Class Investor is an open-end mutual fund focused primarily on U.S. dollar-denominated fixed income securities. Its main objective is to seek a total return, before expenses, that exceeds the performance of the broad Bloomberg U.S. Universal Bond Index, providing investors with exposure to a diversified portfolio of investment-grade bonds while maintaining the flexibility to allocate up to 20% of assets to non-investment grade securities for additional yield potential. The fund employs a disciplined, duration-neutral approach, aligning its interest rate risk profile closely with its benchmark to help mitigate the impact of rate fluctuations, and emphasizes risk control as a core tenet of its investment philosophy. Portfolio construction is further enhanced through active security selection, sector allocation, and yield curve positioning, offering participation across government, corporate, mortgage-backed, asset-backed, and limited foreign issuer bonds. With a dollar-weighted average maturity typically between five and ten years and an expense ratio of 0.55% for the Investor share class, the Baird Core Plus Bond Fund Class Investor is positioned as a core fixed income holding for investors seeking moderate credit and interest rate risk within a diversified bond strategy. Its role in the financial market is to serve as a building block for balanced portfolios, offering both income and the potential for capital appreciation in varying rate environments.
Fund Family Baird
Category Intermediate Core-Plus Bond
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol BCOSX
Share Class Investor
Index Bloomberg U.S. Universal TR
BCOSX had a total return of 2.12% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.32%.
