About CCGIX
The Baird Chautauqua Global Growth Fund Institutional Class is an open-end mutual fund that primarily targets long-term capital appreciation through investment in equity securities from both U.S. and non-U.S. companies. Designed as a global large-cap growth fund, it focuses on medium to large companies—typically those with market capitalizations exceeding $5 billion at purchase—spanning developed and emerging markets. The portfolio is actively managed, generally comprising 35 to 45 holdings to achieve diversification across at least three countries, with at least 40% of assets allocated to companies outside the United States under normal conditions.
The fund’s investment strategy emphasizes businesses with strong growth characteristics and sustainable competitive advantages, aiming to benefit from prevailing macroeconomic and global trends. Its sector allocations are notably concentrated in financials, technology, healthcare, and communication services. The fund stands out for its disciplined approach, competitive expense ratio, and a management team with substantial industry experience. Its holdings often include industry leaders such as Novo Nordisk, NVIDIA, Mastercard, and Alphabet, reflecting a blend of U.S. and international market exposure.
This fund fulfills a key role in providing investors with access to global growth equities, aiding portfolio diversification and exposure to international economic opportunities.
Fund Family Baird
Category World Large-Stock Growth
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol CCGIX
Share Class Institutional Class
Index MSCI AC World NR USD
CCGIX had a total return of 14.92% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.89%.
