- What does BIMSX invest in?
- Typically, this fund commits a minimum of 80% of its net assets to U.S. dollar-denominated fixed-income instruments. These investments generally consist of debt securities from the U.S. government and its public-sector agencies, as well as asset-backed and mortgage-backed securities issued by both domestic and international entities, alongside corporate bonds from U.S. and foreign companies.
- What is the expense ratio of BIMSX?
- Baird Intermediate Bond Fd Investor Cl (BIMSX) charges an expense ratio of 0.55%. This is the annual fee deducted from fund assets to cover management and operations.
- What is BIMSX's dividend yield?
- BIMSX's trailing-twelve-month yield is 3.61%, calculated from the sum of dividends over the past year divided by the current price.
- What is the duration of BIMSX?
- Effective duration measures BIMSX's sensitivity to interest-rate changes — a duration of 6 means a 1% rate move shifts NAV by roughly 6% in the opposite direction. BIMSX's current duration is published on the fund's factsheet on the issuer's website.
- What is the credit quality of BIMSX?
- BIMSX's credit quality breakdown — the share of holdings rated AAA through CCC and below — is published on the fund's factsheet. Higher-quality (investment-grade) funds yield less but carry less default risk than high-yield / junk bond funds.
- What is the yield to maturity of BIMSX?
- Yield to maturity (YTM) is the total return you'd earn from BIMSX if every bond in the portfolio is held to maturity at the current price. BIMSX's YTM is published on the fund's factsheet on the issuer's website — it differs from the trailing-12-month yield because YTM reflects current bond prices rather than historical income paid.
