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Baird LargeCap Inst (BHGIX) Fund Ranking and Research

Ranking, Research and Recommendation of Baird LargeCap Inst (BHGIX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Baird LargeCap Inst Fund (BHGIX) ManagerFund Manager - Matthew Malgari

Fund Manager Information

Fund Manager Tenure: 5.8 years
Similar Funds: BHGSX 
Fund Family: Baird
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.51)     (What does this score mean?)

 

Graph of Baird LargeCap Inst Fund (BHGIX) ProfileBaird LargeCap Inst Fund (BHGIX) Profile

Fund Profile and Description

Baird LargeCap Inst Fund seeks long-term capital appreciation; dividend income is a secondary consideration. Baird LargeCap Inst Fund normally invests at least 80% of net assets in the equity securities of large-capitalization companies which have a market capitalization within the range of companies in the Russell 1000® Growth Index at the time of investment. These equity securities are principally common stocks, preferred stocks, securities convertible into common stocks and American Depositary Receipts (“ADRs”) that are traded on major U.S. exchanges. It can invest up to 15% of total assets in equity securities (including ADRs) of foreign companies.

 

Baird LargeCap Inst (BHGIX) Fund Strength What we like about Baird LargeCap Inst (BHGIX) Fund

Data for Baird LargeCap Inst Fund (BHGIX) as of May 30, 2016

  • Baird LargeCap Inst Fund (BHGIX) management has been with Baird LargeCap Inst Fund for 5.8 years
  • Baird LargeCap Inst Fund (BHGIX) has good mid-term performance (3-year return 10.02% vs 9.43% Large Blend category median performance)
  • Baird LargeCap Inst Fund (BHGIX) ratio of up-years vs down years is greater than 2
  • Asset base in Baird LargeCap Inst Fund (BHGIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Baird LargeCap Inst Fund (BHGIX) has a lower expense ratio than its Large Blend average: 0.75% vs 1.02%
  • Baird LargeCap Inst Fund (BHGIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Baird LargeCap Inst Fund (BHGIX) Weakness What we are cautious about Baird LargeCap Inst (BHGIX) Fund

Data for Baird LargeCap Inst Fund (BHGIX) as of May 30, 2016

  • Baird LargeCap Inst Fund (BHGIX) has a less-than-ideal short-term performance (1-year return -5.48% vs -1.15% Large Blend category median performance)
  • Baird LargeCap Inst Fund (BHGIX) has a less-than-ideal Long-term performance (5-year return 9.12% vs 10.15% Large Blend category median performance)
  • Baird LargeCap Inst Fund (BHGIX) has a Morningstar rating of 3 and below
  • Baird LargeCap Inst Fund (BHGIX) is less safe compared to its Large Blend peers
  • Baird LargeCap Inst Fund (BHGIX) has an annual stock turnover rate of 86.50% that is higher than the Large Blend average of 53.12%. This could mean Baird LargeCap Inst is more nimble, but also signal potential high tax impact and high trading fees
  • Baird LargeCap Inst Fund (BHGIX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.85 that is higher than category average of 11.67
See Baird LargeCap Inst Fund (BHGIX) performance details as of May 30, 2016

 

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Compare Baird LargeCap Inst Fund (BHGIX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Baird LargeCap Inst0.37-5.4810.029.12
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare Baird LargeCap Inst Fund (BHGIX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of Baird LargeCap Inst Fund (BHGIX) Net Asset TrackingBaird LargeCap Inst (BHGIX) Fund Net Asset

Track net asset change of Baird LargeCap Inst fund (BHGIX)

DateNet Asset
05/2016$36.09M
03/2016$35.28M
02/2016$34.00M
More historic net asset information on Baird LargeCap Inst Fund (BHGIX)

  

Graph of Baird LargeCap Inst Fund (BHGIX) Portfolio TrackingBaird LargeCap Inst (BHGIX) Fund Portfolio Allocation

Track portfolio allocation change of Baird LargeCap Inst fund (BHGIX)

DateCashStockBondOther
03/20160.8%99.19%0%0.01%
12/20150.43%99.56%0%0.01%
09/20151.23%98.76%0%0.01%
Click here to see more historic asset allocation information on Baird LargeCap Inst Fund (BHGIX)

 

graph of Baird LargeCap Inst Fund (BHGIX) Top 10 Position TrackingTop 10 Holdings in Baird LargeCap Inst (BHGIX) Fund

Discover what Baird LargeCap Inst Fund (BHGIX) manager is buying

Mar 30, 2016
Microsoft Corporation [2.94%]
Apple Inc. [2.68%]
Oracle Corporation Common Stock [2.16%]
Seagate Technology PLC [2.14%]
Intel Corporation [2.06%]
Financial Select Sector SPDR® ETF [2.02%]
Amgen Inc. [2.01%]
Pepsico, Inc. Common Stock [1.98%]
Omnicom Group Inc. Common Stock [1.88%]
American Express Company Common [1.87%]

Dec 30, 2015
Amgen Inc. [3.02%]
American Express Company Common [2.57%]
Waters Corporation Common Stock [2.56%]
Apple Inc. [2.46%]
Oracle Corporation Common Stock [2.19%]
Pepsico, Inc. Common Stock [2.19%]
Caterpillar, Inc. Common Stock [2.16%]
Ameriprise Financial, Inc. Comm [2.13%]
Microsoft Corporation [2.13%]
Intel Corporation [2.11%]

Sep 29, 2015
Amgen Inc. [2.53%]
Oracle Corporation Common Stock [2.51%]
Pepsico, Inc. Common Stock [2.4%]
Ameriprise Financial, Inc. Comm [2.34%]
Expedia, Inc. [2.31%]
American Express Company Common [2.25%]
Caterpillar, Inc. Common Stock [2.15%]
CF Industries Holdings, Inc. Co [2.14%]
Western Union Company (The) Com [2.13%]
Wyndham Worldwide Corp Common [1.89%]
Click here for Stock Holding Change Map in Baird LargeCap Inst Fund (BHGIX)

  

Latest News on Baird LargeCap Inst (BHGIX) Fund

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