Baird Smallcap Value Fund Quote
| BSVIX Fund | USD 15.03 0.09 0.60% |
PerformanceVery Weak
| Odds Of DistressLow
|
Baird Smallcap is trading at 15.03 as of the 22nd of March 2025; that is 0.6 percent down since the beginning of the trading day. The fund's open price was 15.12. Baird Smallcap has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities. Although it invests principally in U.S. companies, the fund may invest up to 15 percent of its total assets in equity securities of foreign companies. More on Baird Smallcap Value
Moving together with Baird Mutual Fund
Moving against Baird Mutual Fund
Baird Mutual Fund Highlights
| Fund Concentration | Baird Funds, Large Funds, Small Growth Funds, Small Growth, Baird (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Baird Smallcap Value [BSVIX] is traded in USA and was established 22nd of March 2025. Baird Smallcap is listed under Baird category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Baird family. This fund currently has accumulated 62.25 M in assets under management (AUM) with minimum initial investment of 25 K. Baird Smallcap Value is currently producing year-to-date (YTD) return of 3.06% with the current yeild of 0.0%, while the total return for the last 3 years was 7.97%.
Check Baird Smallcap Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Baird Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Baird Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Baird Smallcap Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Baird Smallcap Value Mutual Fund Constituents
| SIMO | Silicon Motion Technology | Stock | Information Technology | |
| SWX | Southwest Gas Holdings | Stock | Utilities | |
| NMIH | NMI Holdings | Stock | Financials | |
| PWR | Quanta Services | Stock | Industrials | |
| ATSG | Air Transport Services | Stock | Industrials | |
| PFBC | Preferred Bank | Stock | Financials | |
| RNST | Renasant | Stock | Financials | |
| MBIN | Merchants Bancorp | Stock | Financials |
Baird Smallcap Value Risk Profiles
| Mean Deviation | 1.06 | |||
| Standard Deviation | 1.37 | |||
| Variance | 1.87 | |||
| Risk Adjusted Performance | (0.11) |
Baird Smallcap Against Markets
Other Information on Investing in Baird Mutual Fund
Baird Smallcap financial ratios help investors to determine whether Baird Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Baird with respect to the benefits of owning Baird Smallcap security.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities |