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Baird LargeCap Fund;Institutional

Ranked 243 out of 1851 in - US over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks long-term growth of capital. The Fund invests at least 80% of its assets in the equity securities of large-capitalization companies, principally common stocks, preferred stocks and securities convertible into common stocks of U.S. issuers, including foreign issuers that are directly traded in the U.S.

Performance

US over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.2% 2.9% 5.5%
2016 12.9% -1.4% 0.1% 7.1% 6.8%
2015 -3.9% -0.2% 0.1% -8.0% 4.5%
2014 15.1% 3.0% 4.7% 0.7% 6.0%
2013 32.7% 6.4% 1.9% 9.7% 11.5%
2012 13.6% 16.7% -5.8% 5.0% -1.5%
2011 -2.3% 4.4% 0.4% -16.8% 12.0%
2010 18.1% 4.0% -11.7% 13.5% 13.3%
2009 36.3% -3.6% 17.7% 14.7% 4.7%
2008 -39.9% -8.5% 1.3% -11.8% -26.5%
2007 9.6% 1.8% 4.4% 4.0% -0.7%
2006 2.9% 2.0% -4.8% 3.7% 2.2%
2005 3.4% -3.0% 1.9% 2.0% 2.5%
2004 5.2% 0.3% 1.0% -4.4% 8.7%
2003 21.8% -4.1% 13.7% 2.4% 9.0%
2002 -25.5% -1.3% -17.0% -14.7% 6.6%
2001 -9.8% -14.2% 5.7% -12.8% 14.0%
2000 -4.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date29/09/2000
  • Share Class size42Mn
  • Base currencyUSD
  • ISIN US0570718397

Purchase Info

  • Min. initial investment25,000
  • Min. regular additional investment0

Charges

  • Annual management0.27%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).