Baird Small/Mid Cap Growth Institutional (BSGIX)

Fund Assets	71.06M
Expense Ratio	0.85%
Min. Investment	$25,000
Turnover	58.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	16.68
YTD Return	5.91%
1-Year Return	4.64%
5-Year Return	-14.48%
52-Week Low	14.38
52-Week High	17.64
Beta (5Y)	n/a
Holdings	59
Inception Date	Oct 31, 2018

About BSGIX

The Baird Small/Mid Cap Growth Fund Institutional Class is an actively managed mutual fund focusing on long-term capital appreciation through equity investments in U.S. small- and mid-cap companies. Targeting firms typically valued between $500 million and $15 billion, the fund adopts a concentrated, high-conviction approach, holding around 45-55 stocks selected through rigorous, bottom-up fundamental research. Its portfolio emphasizes companies with distinctive growth prospects, strong industry positioning, and potential for expanding profit margins, seeking opportunities that can drive above-average sales and earnings performance over a three- to five-year horizon. Benchmarked against the Russell 2500 Growth Index, this fund is managed by an experienced team aiming to achieve superior returns while maintaining a disciplined investment process. Its institutional share class offers a competitive expense ratio, reinforcing its cost advantage within the mid-cap growth category. The fund plays a vital role for investors and institutions seeking diversified exposure to U.S. growth companies beyond the large-cap sector, contributing to portfolio diversification and participation in the innovation and expansion associated with smaller firms.

• Fund Family: Baird
• Category: Mid-Cap Growth
• Performance Rating: Low
• Risk Rating: Below Average
• Stock Exchange: NASDAQ
• Ticker Symbol: BSGIX
• Share Class: Institutional Class
• Index: Russell 2500 Growth TR

Performance

BSGIX had a total return of 4.64% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.29%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
BSGSX	Investor Class	1.10%

Top 10 Holdings

28.20% of assets

Name	Symbol	Weight
First American Government Obligs U	FGUXX	3.60%
Neurocrine Biosciences, Inc.	NBIX	3.26%
Curtiss-Wright Corporation	CW	3.24%
Twist Bioscience Corporation	TWST	3.05%
Victoria's Secret & Co.	VSXY	2.73%
Dutch Bros Inc.	BROS	2.66%
FTAI Aviation Ltd.	FTAI	2.62%
Twilio Inc.	TWLO	2.51%
UL Solutions Inc.	ULS	2.28%
Woodward, Inc.	WWD	2.24%

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 28, 2026

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