About BSBSX
Baird Short-Term Bond Fund Investor Class is an actively managed mutual fund focused on preserving capital while delivering a competitive total return from a diversified portfolio of high-quality, short‑duration fixed income securities. The fund targets an annual total return above the Bloomberg 1–3 Year U.S. Government/Credit Bond Index and typically invests at least 80% of assets in U.S. dollar‑denominated, investment‑grade obligations, including U.S. Treasuries and agencies, corporate bonds, and securitized assets such as mortgage‑backed and asset‑backed securities. Its portfolio emphasizes investment‑grade credit and limited interest‑rate sensitivity, with an effective duration generally under two years, positioning it as a core short‑term bond allocation for investors seeking stability and income. The fund distributes income monthly and is offered with an investor share class structure that includes a 12b‑1 fee embedded in the expense ratio. Within the short‑term bond category, it serves as a conservative building block for liquidity management, cash segmentation, and fixed income diversification across government, corporate, and securitized markets.
Fund Family Baird
Category Short-Term Bond
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol BSBSX
Share Class Investor Class
Index Bloomberg 1-3 Y Government/Credit TR
BSBSX had a total return of 0.94% in the past year, including dividends. Since the fund's
inception, the average annual return has been 1.91%.
