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Baird Mid Cap Growth Fund - Institutional Class: (MF: BMDIX)

(NASDAQ Mutual Funds) As of Aug 5, 2026 05:02 PM ET

$20.85 USD

-0.17 (-0.81%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2026

Total Return %* Percentile Rank Objective
YTD 9.30 52
3 months 11.71 68
6 months 9.30 52
1 Year 1.77 93
3 Year 0.42 99
5 Year -0.87 96
10 Year 9.40 87

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 95.54
Bear Market (10/07 - 2/09) -49.21
Bull Market (2/09 - 3/21) 691.16

Load Adjusted Returns as of Jun 30, 2026

1 Year 1.77
5 Year -0.87
10 Year 9.40
Since Inception 7.36

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -2.15 11.71 NA NA
2025 -9.63 7.75 -2.66 -4.35
2024 4.65 -8.90 5.26 -1.25
2023 11.32 4.70 -8.82 13.07
2022 -15.66 -17.80 0.53 3.81
2021 1.38 7.80 4.44 7.31

Annual Return

20262025202420232022202120202019201820172016
% Total Return 9.30-9.34-0.8920.18-27.6422.5134.7836.28-1.9426.895.40
% Total Return Rel to Index -6.16-27.56-25.92-6.06-9.43-6.1716.384.792.445.10-6.53
% Total Return Rel to Peer -3.89-22.05-20.29-2.81-7.940.4514.877.864.916.22-2.41
% Perf Quintile vs Peer* 5.005.005.003.004.004.002.001.002.002.004.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.002.350.970.550.344.812.641.241.110.890.00
Expense Ratio 0.000.820.810.810.810.800.820.820.810.830.82

* 1 = Top 20%, 5 = Bottom 20%