About BSGSX
The Baird Small/Mid Cap Growth Fund Investor Class is an actively managed mutual fund designed to provide long-term capital growth. It focuses on investing primarily in small- and mid-cap U.S. companies, targeting businesses with market capitalizations typically between $500 million and $15 billion. The fund's strategy emphasizes fundamental, bottom-up research to identify unique growth stories with strong sales and earnings potential, aiming to outperform the Russell 2500 Growth Index over a three- to five-year horizon. Its portfolio is high conviction, typically holding 45 to 70 stocks diversified across multiple industries, including technology, healthcare, industrials, and financial services. Key characteristics include a preference for companies with favorable industry dynamics, superior competitive positioning, and the capacity for profit margin expansion. Managed by an experienced team led by Jonathan Good, the fund prioritizes exposure to high-quality growth assets. It may also allocate up to 15% of its assets to U.S. dollar-denominated foreign securities and ADRs, adding a level of geographic diversification. The fund is positioned within the mid-cap growth category, offering investors access to dynamic sectors of the equity market with a goal of capturing above-average growth opportunities.
Fund Family Baird
Category Mid-Cap Growth
Performance Rating Low
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol BSGSX
Share Class Investor Class
Index Russell 2500 Growth TR
BSGSX had a total return of -11.59% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.16%.
