Mutual Fund Insights: Baird Intermediate Muni Bd Inst Fund (BMBIX)

In-depth Analysis of Baird Intermediate Muni Bd Inst Fund (BMBIX)

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See Baird Intermediate Muni Bd Inst Fund (BMBIX) performance details as of January 31, 2010

  

Last Trade: $11.47 on 3/19/2010, Change: -0.01 (-0.09%)

  

Fund Manager - Charles B Groeschell

Fund Manager Tenure: 9.0 years   [Similar Funds: BMBSX ]
Fundmojo Fund Grade: A (Score: 0.77)     (What does this score mean?)

Groeschell is a managing director and senior portfolio manager with Robert W. Baird & Co. Incorporated. which he joined in February 2000. Prior to joining Baird, he was a senior vice president and senior portfolio manager of Firstar Investment Research & Management Company, where he played a lead role in the overall management of major fixed income client relationships.  Get more insights on Charles B Groeschell

  

 What we like about Baird Intermediate Muni Bd Inst Fund (BMBIX)

Data for Baird Intermediate Muni Bd Inst Fund (BMBIX) as of January 31, 2010

• Baird Intermediate Muni Bd Inst Fund (BMBIX) management has been with Baird Intermediate Muni Bd Inst Fund for 9.0 years
• Baird Intermediate Muni Bd Inst Fund (BMBIX) has good mid-term performance (3-year return 6.13% vs 4.03% Muni National Interm category average)
• Baird Intermediate Muni Bd Inst Fund (BMBIX) has good Long-term performance (5-year return 4.53% vs 3.40% Muni National Interm category average)
• Baird Intermediate Muni Bd Inst Fund (BMBIX) ratio of up-years vs down years is greater than 2
• Baird Intermediate Muni Bd Inst Fund (BMBIX) has a Morningstar rating of 4 and above
• Baird Intermediate Muni Bd Inst Fund (BMBIX) has an annual stock turnover rate of .90% vs Muni National Interm average of 37.44%. It is good that Baird Intermediate Muni Bd Inst management does not trade extensively for its return.
• Baird Intermediate Muni Bd Inst Fund (BMBIX) is less volatile than its peers as it has a 3-year Standard Deviation of 4.84, lower than category average of 5.4
• Baird Intermediate Muni Bd Inst Fund (BMBIX) has a lower management fee than its Muni National Interm average: 0.30% vs 0.90%
• Baird Intermediate Muni Bd Inst Fund (BMBIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Baird Intermediate Muni Bd Inst Fund (BMBIX)

Data for Baird Intermediate Muni Bd Inst Fund (BMBIX) as of January 31, 2010

• Baird Intermediate Muni Bd Inst Fund (BMBIX) has a less-than-ideal short-term performance (1-year return 3.94% vs 7.83% Muni National Interm category average)

See Baird Intermediate Muni Bd Inst Fund (BMBIX) performance details as of January 31, 2010

  

  

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Baird Intermediate Muni Bd Inst Fund (BMBIX) Net Asset

Track net asset change of Baird Intermediate Muni Bd Inst fund (BMBIX)

Date	Net Asset
01/2010	$550.74M
11/2009	$512.20M
10/2009	$479.51M

More historic net asset information on Baird Intermediate Muni Bd Inst Fund (BMBIX)

  

Baird Intermediate Muni Bd Inst Fund (BMBIX) Portfolio Allocation

Track portfolio allocation change of Baird Intermediate Muni Bd Inst fund (BMBIX)

Date	Cash	Stock	Bond	Other
09/2009	5.59%	0%	94.41%	0%
06/2009	6.27%	0%	93.73%	0%
03/2009	9.16%	0%	90.84%	0%

Click here to see more historic asset allocation information on Baird Intermediate Muni Bd Inst Fund (BMBIX)

  

Most Recent Top 10 Holdings in Baird Intermediate Muni Bd Inst Fund (BMBIX)

Discover what Baird Intermediate Muni Bd Inst Fund (BMBIX) manager is buying

30-Sep-09 Fidelity Instl MM Fds Tax-Exempt I [5.16%] Metropolitan Transn Auth 6% [2.55%] San Antonio Tex Elec & Gas Rev Rev 5.65% [2.13%] Golden St Tob Securitization C As 5.625% [1.99%] Montgomery Ala Bmc Spl Care Fa Rev Bd 5% [1.97%] HOUSTON TEX HEALTH FACS DEV CO REV BDS [1.79%] Colorado Springs Colo Utils Re Ut 5.875% [1.72%] Highlands Cnty Fla Health Facs Re 5.875% [1.69%] Omaha Pub Pwr Dist 6.2% [1.67%] Westchester Tobacco Asset Secu Cap 6.95% [1.56%]

30-Jun-09 Fidelity Instl MM Fds Tax-Exempt I [6.11%] San Antonio Tex Elec & Gas Rev Rev 5.65% [2.74%] Montgomery Ala Bmc Spl Care Fa Rev Bd 5% [2.57%] Colorado Springs Colo Utils Re Ut 5.875% [2.27%] Omaha Pub Pwr Dist 6.2% [2.2%] Denver Colo Health & Hosp Auth 6.25% [1.94%] Tarrant Cnty Tex Health Facs D Health 6% [1.86%] Harris Cnty Tex Health Facs De Ref- 5.5% [1.8%] HOUSTON TEX HEALTH FACS DEV CO REV BDS [1.77%] Badger Tob Asset Securitizatio As 6.375% [1.68%]

31-Mar-09 San Antonio Tex Elec & Gas Rev Rev 5.65% [3.48%] Montgomery Ala Bmc Spl Care Fa Rev Bd 5% [3.26%] Colorado Springs Colo Utils Re Ut 5.875% [2.87%] Omaha Pub Pwr Dist 6.2% [2.72%] Denver Colo Health & Hosp Auth 6.25% [2.46%] Tarrant Cnty Tex Health Facs D Health 6% [2.35%] HOUSTON TEX HEALTH FACS DEV CO REV BDS [2.24%] Regl Transn Dist 5% [2.01%] North Carolina Med Care Commn Rev 5.25% [1.86%] Louisiana Pub Facs Auth 5.5% [1.85%]

Click here for Stock Holding Change Map in Baird Intermediate Muni Bd Inst Fund (BMBIX)

  

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See more information on Baird Intermediate Muni Bd Inst Fund (BMBIX)

• Baird Intermediate Muni Bd Inst Fund Insights
• Baird Intermediate Muni Bd Inst Fund Performance Data
• Baird Intermediate Muni Bd Inst Fund News
• Baird Intermediate Muni Bd Inst Fund Score Explaination
• Baird Intermediate Muni Bd Inst Fund Manager Information
• Historic Baird Intermediate Muni Bd Inst Fund Asset Allocation Report
• Historic Baird Intermediate Muni Bd Inst Fund Top 10 Holding Tracking
• Historic Baird Intermediate Muni Bd Inst Fund Asset Under Management Tracking