Baird Short-Term Municipal Bond Fund - Investor Class

Frequently Asked Questions About BTMSX

What are the top holdings of BTMSX?

A machine-readable holdings disclosure for Baird Short-Term Municipal Bond Fund - Investor Class (BTMSX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.

What sectors does BTMSX invest in?

Baird Short-Term Municipal Bond Fund - Investor Class (BTMSX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is BTMSX most exposed to?

BTMSX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is BTMSX a US-only fund?

The country allocation card on this page shows BTMSX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.

What does BTMSX invest in?

This fund generally dedicates at least 80% of its net assets to municipal bonds and debentures, aiming for income that is exempt from federal income tax, including the alternative minimum tax (AMT). It seeks a broadly diversified portfolio of these federally tax-exempt municipal obligations, which are issued by governmental authorities throughout the U.S. and its territories. The fund's investment universe covers all types of municipal obligations, such as pre-refunded bonds, general obligation bonds, revenue bonds, and municipal lease participations.