BAGIX: Baird Aggregate Bond Fund Institutional Class - Class Information. Additional investments into Regular, IRA, and Group accounts are $250 or higher. ... investment-grade corporate credit, securitized debt, ... Advisors increased the minimum size of its separate accounts to $100 million to slow the pace of inflows. BAGIX – Institutional Class Shares. Key Fund Data (BAGIX) Fund Managers Team Managed (N/A) Inception Date Sep 29, 2000. I would hold it if I could begin buying $50,000 as a minimum. Fees No short-term redemption fees or load fees. View Minimum Investment Information and Available Brokerage for Hartford Small Cap Growth HLS F (HISCX) Its weighted average credit quality is AA. The minimum investment requirements are waived for qualified retirement plans under Section 401(a) of the Internal Revenue Code ("IRC"), and plans operating consistent with 403(a), 403(b), 408, 408(A), 457, 501(c) and 223(d) of the IRC. Charles Schwab Investment Management, Inc. and Charles Schwab & Co., Inc. are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. Fund family: Baird: Fund manager & tenure: Mary Ellen Stanek / 20 Years: Minimal initial investment: $25,000.00: Minimum IRA investment: $25,000.00 Data are provided 'as is' for informational purposes only and are not intended for trading purposes. The Fund may invest in … Expense Ratio 1.04%. Returns above the fund's benchmark over the manager's tenure for a minimum of five years. Intermediate-Term Bond Funds. ESG investing, which considers environmental, social, and governance factors when determining the future risk and return of investments. Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost. This and other information is found in the prospectus and summary prospectus. Additional investments into Regular, IRA, and Group accounts are $250 or higher. Load Type Institutional. Disclaimer. Data may be intentionally delayed pursuant to supplier requirements. 303426 BAGIX. BAGIX. MILWAUKEE, May 17, 2019 – Employee-owned Baird announced that the Baird Core Plus Bond Fund (BCOIX) and Baird Aggregate Bond Fund (BAGIX) have once again been selected for Morningstar’s Terrific 28 mutual fund list. It had over 76% of its assets in investment-grade bonds, with over 26% allocated to U.S. government bonds. AGG [AUM $71.1 billion], BND [AUM $51.3 billion], SCHZ [AUM $7.5 billion] follow total bond market for investment-grade universe only, so they are intermediate-term core [there are also bigger OEFs that follow the same US Agg Bnd Index] . The Vanguard core fund VCOBX seems to be a good choice too. Minimum Initial Investment: Upgrade: Minimum Subsequent Investment: Upgrade: Basic Info. Fund family: Baird: Fund manager & tenure: Mary Ellen Stanek / 20 Years: Minimal initial investment: $25,000.00: Minimum IRA investment: $25,000.00 The current price of the fund is $11.88. Minimum Initial Investment Regular Accounts $100,000 Automatic Investment Plan $5,000. Minimum Initial Investment $250: Capital Gains Paid Dec: Portfolio Turnover (2020) 35%: Fiscal Year-End Jun: Prospectus Date 10/30/2020: CUSIP 45956T 77 4: Fund Number 734: Returns LEARN ABOUT THE SYSTEM BEHIND OUR RESULTS. The minimum initial and subsequent investment amounts are … Get the lastest Class Information for Baird Aggregate Bond Fund Institutional Class from Zacks Investment Research The fund requires a $50,000 minimum investment and offers an expense ratio of only 9 bases points. Source: Kantar Media. BAGIX: Baird Aggregate Bond Fund Institutional Class - Fund Profile. Baird Aggregate Bond Fund Institutional Class (BAGIX) Pre-Market ETF Quotes - Nasdaq offers pre-market quotes & market activity data for US and global markets. Get Money Magazine’s picks in all major categories. A $250 maximum applies to all trades, reduced to a $50 maximum for bonds maturing in one year or less. Below is the comparison between AADR and BAGIX. Information related to a security's tax-exempt status (federal and in-state) is obtained from third-parties and Schwab does not guarantee its accuracy. BAGIX Symbol ... Investment Policy . BND vs. AGG: Background . In addition, the fund is susceptible to risks from investments in ETFs, REITs, and private placements. Mutual Funds & ETFs: All of the mutual fund and ETF information contained in this display, with the exception of the current price and price history, was supplied by Lipper, A Refinitiv Company, subject to the following: Copyright 2020© Refinitiv. Learn about BSIIX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. Low / Limited. Site Map. Fund Inception 09/29/2000: Manager Name Charles Groeschell: Fund Advisor(s) Robert W. Baird & Co. Additionally, the Baird MidCap Fund (BMDIX) was also selected this year.. Morningstar pared more than 8,000 mutual funds to just 28 by screening on the following criteria: Corporate Services. Front-End Load N/A. Market indices are shown in real time, except for the DJIA, which is delayed by two minutes. All rights reserved. See BlackRock Multi-Asset Income Portfolio (BIICX) mutual fund ratings from all the top fund analysts in one place. Accounts $ 100,000 Automatic investment Plan $ 5,000 U.S. dollar denominated debt obligations of all maturities ;. Bagix Checks all the right boxes, asset allocation, capital gains, and accounts. Etf, whereas BAGIX is a product of BlackRock Inc. and its licensors USD 11.88 0.02 %! 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