Baird Core Plus Bond Investor (BCOSX) a Zacks Rank #1 (Strong Buy) seeks an annual rate of total return, before fund expenses, greater than the annual rate of total return of the Barclays (LON:BARC) U.S. Universal Bond Index. The fund normally invests a large portion of its net assets in the following types of U.S. dollar‑denominated debt obligations
The Baird Core Plus Bond Investor fund, managed by Baird, carries an expense ratio of 0.55%. Moreover, BCOSX requires a minimal initial investment of $2,500.
BCOSX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 6.16%, 3 year 4.67% and 5 year 4.13%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here.
BCOSX’s performance, as of the last filing, when compared to funds in its category was in the top 7% in 1 year, top 8% over the past 3 years, and in the 15% over the past 5 years.
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Zacks Investment Research