Overview of Baird Core Plus Bond Investor Fund (BCOSX)

0 Comments 2 view(s)

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 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.

Want key mutual fund info delivered straight to your inbox?

Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>

View All Zacks #1 Ranked Mutual Funds
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
 
Get Your Free (BCOSX): Fund Analysis Report
 
To read this article on Zacks.com click here.
 
Zacks Investment Research

Powered by WPeMatico