About CCWSX
Baird Chautauqua International Growth Fund Investor Class is a mutual fund focused on long-term capital appreciation by investing in equity securities of non-U.S. companies. The fund primarily targets firms with medium to large market capitalizations, generally exceeding $5 billion at the time of purchase. It maintains a geographically diversified portfolio, allocating most assets across developed markets but also including exposure to emerging and less developed markets. Sector allocations are broad, spanning technology, industrials, financial services, and communication services, among others. The fund typically holds a concentrated number of companies—usually around 25 to 35 positions—to express high-conviction investment ideas. Its investment strategy emphasizes companies demonstrating robust growth characteristics and sustainable competitive advantages, identified through a combination of fundamental analysis and consideration of broader macroeconomic trends. By allocating at least 65% of assets outside the United States and maintaining representation across at least three non-U.S. countries, the fund serves as a vehicle for investors seeking diversification and participation in the growth potential of international equity markets. It benchmarks its performance against indices such as the MSCI ACWI ex USA and MSCI EAFE, and is managed with a disciplined, research-driven approach.
Fund Family Baird
Category Foreign Large Growth
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol CCWSX
Share Class Investor Class
Index MSCI AC World ex USA NR USD
CCWSX had a total return of 7.13% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.56%.
