We are celebrating Baird Funds being ranked as #1 out of 150 Fund Families in a recent Morningstar report. This is the first time that Baird has been atop the list since its inception in 2016. Dodge & Cox, American Funds, TCW/MetWest and Charles Schwab were the other top five firms.
Morningstar wrote, “Under the leadership of longtime CIO Mary Ellen Stanek, Baird’s bond funds continue to impress. Boasting low fees, a well-resourced team, and risk-aware investment processes, they constitute over 90% of the firm’s assets under management, expanding from $37 billion in 2016 to $88 billion today.” Additionally, Morningstar recently rated three funds its highest gold rating: Baird Short-Term Bond Fund (BSBIX), Baird Ultra-Short Bond Fund (BUBIX) and Baird Aggregate Bond Fund (BAGIX).
“We’re very proud of this recognition as it is a result of always putting our clients’ interests first,” said Mary Ellen Stanek, CFA, Chief Investment Officer of Baird Advisors and President of Baird Funds. “Our focus has always been on implementing a disciplined, risk-controlled process that delivers consistent, competitive returns against peers and benchmarks while offering these products to investors at a price that is very attractive.”