About CCWIX
Baird Chautauqua International Growth Fund Institutional Class is an open-end mutual fund focused on achieving long-term capital appreciation by investing primarily in equity securities of non-U.S. companies. The fund targets medium to large market capitalization firms, generally those with market caps above $5 billion at the time of purchase. Its portfolio encompasses a diverse range of sectors and geographies, maintaining exposure to both developed and emerging markets, with a typical allocation spanning at least three countries outside the United States. The fund is characterized by a concentrated portfolio approach, usually holding around 25 to 35 companies selected for their growth potential and sustainable competitive advantages. Utilizing a blend of fundamental and quantitative analysis, combined with both top-down and bottom-up stock selection, the fund seeks to harness global macroeconomic trends and structural growth opportunities. With a strong presence in the technology, healthcare, and financial sectors, and a top-ten holdings concentration of roughly 42%, it serves institutional investors seeking international diversification and access to leading global growth companies.
Fund Family Baird
Category Foreign Large Growth
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol CCWIX
Share Class Institutional Class
Index MSCI AC World ex USA NR USD
CCWIX had a total return of 7.42% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.04%.
