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Baird Small/mid Cap Growth Fund Investor Class: (MF: BSGSX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:10 PM ET

$14.76 USD

0.00 (NA)

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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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 2.14 42
3 months -0.56 64
6 months -0.06 79
1 Year -3.31 97
3 Year 0.75 98
5 Year -1.96 97
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year -8.97
5 Year -1.44
10 Year NA
Since Inception 7.39

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -10.68 4.36 -3.29 0.98
2024 1.84 -5.86 6.82 5.02
2023 9.05 3.41 -9.02 7.80
2022 -15.11 -15.83 -0.63 2.41
2021 3.01 8.10 1.09 4.90

Annual Return

20262025202420232022202120202019
% Total Return 2.14-8.977.5510.60-27.2918.1046.6736.68
% Total Return Rel to Index -0.99-27.19-17.46-15.64-9.09-10.5828.275.19
% Total Return Rel to Peer -1.07-21.68-11.83-12.39-7.59-3.9526.758.26
% Perf Quintile vs Peer* 4.005.000.005.004.004.001.001.00
% Dividends 0.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.00
Capital Gains ($) 0.000.000.000.000.090.620.660.00
Expense Ratio 0.001.101.101.101.101.101.101.10

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