Minimum markup or markdown of $19.95 applies if traded with a Fidelity representative. Market indices are shown in real time, except for the DJIA, which is delayed by two minutes. Minimum Initial Investment: Upgrade: Minimum Subsequent Investment: Upgrade: Basic Info. Ticker BAGIX BAGSX CUSIP 057071854 057071862 Net Asset Value (NAV) $11.78 $12.20 Load Type No-Load No-Load 12b-1 Fees – 0.25% Minimum Initial Investment $25,000 $2,500 (IRA: $1,000) Expense Ratio 0.30% 0.55% BAGIX Symbol ... Investment Policy . Despite the 0.75% expense ratio, the zero minimum investment requirement and 3.87% yield make this real estate fund one to consider. investment, market cap and category. The Fund invests at least 80% of its net assets in the following types of U.S. dollar denominated debt obligations. Status. Research news, charts, stock market performance and earnings. Sources: FactSet, Tullett Prebon, Currencies: Currency quotes are updated in real-time. BND vs. AGG: Background . • Manager investment of more than $1 million in the fund ... • No institutional share classes (unless minimum is $25,000 or less) • No fund of funds ... here for BAGIX and here for BMDIX. Tax-exempt income may be subject to the Alternative Minimum … Credit Quality / Interest Rate Sensitivity. BAGIX | A complete Baird Aggregate Bond Fund;Institutional mutual fund overview by MarketWatch. Disclaimer. Fund Inception 09/29/2000: Manager Name Charles Groeschell: Fund Advisor(s) Robert W. Baird & Co. MILWAUKEE, May 17, 2019 – Employee-owned Baird announced that the Baird Core Plus Bond Fund (BCOIX) and Baird Aggregate Bond Fund (BAGIX) have once again been selected for Morningstar’s Terrific 28 mutual fund list. Get Money Magazine’s picks in all major categories. Load Type Institutional. How Bonds Could Fare Under Biden, According to Two Pros, Pimco Total Return hasn’t yet proved itself in the post-Bill Gross era. All rights reserved. Despite the 0.75% expense ratio, the zero minimum investment requirement and 3.87% yield make this real estate fund one to consider. Investment Style. Fund family: Baird: Fund manager & tenure: Mary Ellen Stanek / 20 Years: Minimal initial investment: $25,000.00: Minimum IRA investment: $25,000.00 This and other information is found in the prospectus and summary prospectus. AADR is an ETF, whereas BAGIX is a mutual fund. Minimum Initial Investment Regular Accounts $100,000 Automatic Investment Plan $5,000. Initial minimum investments into group retirement accounts such as Fidelity Simplified Employee Pension-IRA, Keogh, Self-Employed 401(k), and Non-Fidelity Prototype Retirement accounts are $500 or higher. Information related to a security's tax-exempt status (federal and in-state) is obtained from third-parties and Schwab does not guarantee its accuracy. Any copying, republication or redistribution of Lipper content, including by caching, framing or similar means, is expressly prohibited without the prior written consent of Lipper. Find the latest performance data chart, historical data and news for Baird Aggregate Bond Fund Institutional Class (BAGIX) at Nasdaq.com. It assumes reinvestment of dividends and capital gains, and does not reflect sales loads, redemption fees or the effects of taxes on any capital gains and/or distributions. Mutual Funds & ETFs: All of the mutual fund and ETF information contained in this display, with the exception of the current price and price history, was supplied by Lipper, A Refinitiv Company, subject to the following: Copyright 2020© Refinitiv. Returns above the fund’s benchmark over the manager’s tenure for a minimum of five years. Front-End Load N/A. Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. © 2020 Cable News Network. Credit Quality / Interest Rate Sensitivity. Get the lastest Fund Profile for Baird Aggregate Bond Fund Institutional Class from Zacks Investment Research For U.S. Treasury purchases traded with a Fidelity representative, a flat charge of $19.95 per trade applies. BAGIX. This graph represents the growth of a hypothetical investment of $10,000. Tax-exempt income may be subject to the Alternative Minimum … Sources: FactSet, Tullett Prebon, Commodities & Futures: Futures prices are delayed at least 10 minutes as per exchange requirements. BAGIX Symbol ... Investment Policy . ... $1 minimum investment and a 3.09% distribution yield. Investment minimums for these institutional class funds is $25,000. Intermediate-Term Bond Funds. 1 You could lose money by investing in a money market fund.Although the fund seeks to preserve the value of your investment at $1 per share, it cannot guarantee it will do so.The fund may impose a fee upon the sale of your shares or may temporarily suspend your ability to sell shares if the fund's liquidity falls below required minimums because of market conditions or other factors. The Vanguard core fund VCOBX seems to be a good choice too. The Fund seeks an annual rate of total return, before fund expenses, greater than the annual rate of total return of the Index. 8. Tax-exempt bonds are not necessarily a suitable investment for all persons. Most stock quote data provided by BATS. Investment Style. The fund's open price was 11.78. Baird Aggregate is trading at 11.82 as of the 31st of October 2020; that is 0.34 percent increase since the beginning of the trading day. This fund is almost entirely high-quality municipal bonds. The fund's open price was 11.86.Baird Aggregate has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 30 days. ESG investing, which considers environmental, social, and governance factors when determining the future risk and return of investments. Change value during other periods is calculated as the difference between the last trade and the most recent settle. Sources: FactSet, Dow Jones, Stock Movers: Gainers, decliners and most actives market activity tables are a combination of NYSE, Nasdaq, NYSE American and NYSE Arca listings. Must be a share class accessible to individual investors with a minimum investment no greater than $50,000. Additionally, the Baird MidCap Fund (BMDIX) was also selected this year.. Morningstar pared more than 8,000 mutual funds to just 28 by screening on the following criteria: TD Ameritrade receives remuneration from mutual fund companies, including those participating in its no-load, no-transaction-fee program, for recordkeeping, shareholder services, and other administrative and … Baird Aggregate Bond Inst BAGIX Checks all the right boxes. Large Blend. Data may be intentionally delayed pursuant to supplier requirements. In addition, the fund is susceptible to risks from investments in ETFs, REITs, and private placements. Below is the comparison between AADR and BAGIX. Fund family: Baird: Fund manager & tenure: Mary Ellen Stanek / 20 Years: Minimal initial investment: $25,000.00: Minimum IRA investment: $25,000.00 Its weighted average credit quality is AA. BAGIX: Baird Aggregate Bond Fund Institutional Class - Class Information. Investment minimums for these institutional class funds is $25,000. Data are provided 'as is' for informational purposes only and are not intended for trading purposes. BAGIX: Baird Aggregate Bond Fund Institutional Class - Fund Profile. Source: FactSet, Markets Diary: Data on U.S. Overview page represent trading in all U.S. markets and updates until 8 p.m. See Closing Diaries table for 4 p.m. closing data. The fund also has a C share class version with a 1 percent level load, and an institutional share class with a lower expense ratio, no load and a $2 million minimum investment. AGG is a product of BlackRock Inc. and part of its successful iShares ETF series. The article noted: "The Milwaukee-based team has grown on us, leading us to upgrade the trio of bond funds to Gold. Low / Limited. Must be a share class accessible to individual investors with a minimum investment no greater than $50,000. FactSet (a) does not make any express or implied warranties of any kind regarding the data, including, without limitation, any warranty of merchantability or fitness for a particular purpose or use; and (b) shall not be liable for any errors, incompleteness, interruption or delay, action taken in reliance on any data, or for any damages resulting therefrom. Fees No short-term redemption fees or load fees. Load Type Institutional. The fund requires a $50,000 minimum investment and offers an expense ratio of only 9 bases points. The minimum initial investment is $25,000. Key Fund Data (BAGIX) Fund Managers Team Managed (N/A) Inception Date Sep 29, 2000. • Manager investment of more than $1 million in the fund ... • No institutional share classes (unless minimum is $25,000 or less) • No fund of funds ... here for BAGIX and here for BMDIX. Fund Status Open. Baird Aggregate Bond Fund Institutional Class (BAGIX) Pre-Market ETF Quotes - Nasdaq offers pre-market quotes & market activity data for US and global markets. BAGIX description. Research information including fund fees, cost projections and minimum investments for Baird Aggregate Bond Fund. Vanguard Slashes Investment Level for Institutional Target Date Funds Ginger Szala | December 11, 2020 By going from a $100 million minimum down to $5 million, the asset manager aims to … Get answers to common ETF questions Retirement Planning IRA - Individual Retirement Account (IRA) | Rollover - IRA and 401k. Factset: FactSet Research Systems Inc.2019. All times are ET. See fees data for Baird Aggregate Bond Fund (BAGIX). AADR has a higher expense ratio than BAGIX (1.1% vs 0.3%). Investment minimum for this institutional class funds is $25,000. Employs a flexible investment approach across fixed income sectors without constraints on maturity, sector, quality or geography. Must be a share class accessible to individual investors with a minimum investment no greater than $50,000. Get the lastest Class Information for Baird Aggregate Bond Fund Institutional Class from Zacks Investment Research Investors seeking diversification benefits for an equity-heavy portfolio can be well served by higher-quality, intermediate-term core bond funds, which blend government bonds, mortgage-backed securities, and high-quality corporate debt and have an average duration of greater than or equal to 3.5 years but less than or equal to six years. Find our live Baird Aggregate Bond Fund Class Institutional fund basic information. Source: Kantar Media. Get the latest Baird Aggregate detailed fund quotes, fund trade data, stock price info, manager … Minimum Initial Investment $25,000. AADR has a higher 5-year return than BAGIX (8.92% vs 4.88%). Site Map. Before you invest, you may want to review the Baird Aggregate Bond Fund’s (the "Fund") prospectus, which contains more information about the Fund and its risks. Capital Gains / Dividends Annually. Meanwhile, Baird Advisors has long maintained low TTM Yield. Ticker BAGIX BAGSX CUSIP 057071854 057071862 Net Asset Value (NAV) $11.84 $12.26 Load Type No-Load No-Load 12b-1 Fees – 0.25% Minimum Initial Investment $25,000 $2,500 (IRA: $1,000) Expense Ratio 0.30% 0.55% INVESTMENT OBJECTIVE The investment objective of the Fund is to seek an annual rate of total return, before View & analyze the BAGIX fund chart by total assets, risk rating, Min. Additional investments into Regular, IRA, and Group accounts are $250 or higher. 6. Charles Schwab Investment Management, Inc. and Charles Schwab & Co., Inc. are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. Baird Aggregate Bond shows a prevailing Real Value of $11.89 per share. The article noted: “Having low costs, strong corporate culture, skilled managers, and strong performance is no easy feat. Front-End Load N/A. All Rights Reserved. Source: FactSet. "Total bond" in their names is a misnomer. CNN Sans™ & © 2016 Cable News Network. Learn about BSIIX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. Learn about BSIIX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. Additional investments into Regular, IRA, and Group accounts are $250 or higher. Summary Prospectus. The Fund may invest in debt obligations of all maturities. Corporate Investors 401k ERISA | Investment Management Information 401k Plans: Corporate and Individual BAGIX -- USA Fund : USD 11.88 0.02 0.17% : Do you wonder what the value of Baird Aggregate Bond is? If that seems too high a minimum, the offer investor shares with Vanguards $3000 minimum at a … 4.44 % Turnover. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost. His responsibilities include setting investment policy and implementing the long-term investment strategy … Chicago Mercantile Association: Certain market data is the property of Chicago Mercantile Exchange Inc. and its licensors. Minimum Initial Investment $250: Capital Gains Paid Dec: Portfolio Turnover (2020) 35%: Fiscal Year-End Jun: Prospectus Date 10/30/2020: CUSIP 45956T 77 4: Fund Number 734: Returns LEARN ABOUT THE SYSTEM BEHIND OUR RESULTS. Morningstar: © 2019 Morningstar, Inc. All Rights Reserved. Capital Gains / Dividends Annually. BAGIX – Institutional Class Shares. I like WATFX, used to have some of the 'investor shares' years back when yield was higher and I was less influenced by expenses. Ticker BAGIX BAGSX CUSIP 057071854 057071862 Net Asset Value (NAV) $11.78 $12.20 Load Type No-Load No-Load 12b-1 Fees – 0.25% Minimum Initial Investment $25,000 $2,500 (IRA: $1,000) Expense Ratio 0.30% 0.55% Sources: FactSet, Dow Jones, Bonds: Bond quotes are updated in real-time. Fundamental company data and analyst estimates provided by FactSet. International stock quotes are delayed as per exchange requirements. Corporate Services. The article noted: “The Milwaukee-based team has grown on us, leading us to upgrade the trio of bond funds to Gold. See BlackRock Multi-Asset Income Portfolio (BIICX) mutual fund ratings from all the top fund analysts in one place. No funds of funds. The Fund seeks an annual rate of total return, before fund expenses, greater than the annual rate of total return of the Index. I would hold it if I could begin buying $50,000 as a minimum. Returns above the fund’s benchmark over the manager’s tenure for a minimum of five years. Fund Status Open. View Minimum Investment Information and Available Brokerage for Hartford Small Cap Growth HLS F (HISCX) Find our live Baird Aggregate Bond Fund Class Institutional fund basic information. At this time, the entity appears to be fairly valued. If an expense waiver was in place during the period, the net expense ratio was used to calculate fund performance. Initial minimum investments into group retirement accounts such as Fidelity Simplified Employee Pension-IRA, Keogh, Self-Employed 401(k), and Non-Fidelity Prototype Retirement accounts are $500 or higher. BAGIX, the core fund, is similar and Baird, like Legg Mason, are good investment houses. The Fund invests at least 80% of its net assets in the following types of U.S. dollar denominated debt obligations. Standard & Poor's and S&P are registered trademarks of Standard & Poor's Financial Services LLC and Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC. Initial minimum investments into group retirement accounts such as Fidelity Simplified Employee Pension-IRA, Keogh, Self-Employed 401(k), and Non-Fidelity Prototype Retirement accounts are $500 or higher. ... investment-grade corporate credit, securitized debt, ... Advisors increased the minimum size of its separate accounts to $100 million to slow the pace of inflows. All content of the Dow Jones branded indices © S&P Dow Jones Indices LLC 2019 and/or its affiliates. There are thousands of mutual funds to choose from. Incorporated Manager Start Date 09/29/2000: Fund Subadvisor(s) Manager Biography Charlie has more than 40 years of investment experience managing a broad range of fixed income portfolios. May 1, 2019. Open. Fidelity Contrafund Fund ( FCNTX ) Founded in 1967, Contrafund has beaten the S&P 500 during the past three, five and 10 years, no easy feat. Fund • Index • Category. The current price of the fund is $11.88. Low / Limited. The minimum investment requirements are waived for qualified retirement plans under Section 401(a) of the Internal Revenue Code ("IRC"), and plans operating consistent with 403(a), 403(b), 408, 408(A), 457, 501(c) and 223(d) of the IRC. 303426 BAGIX. In depth view into Baird Aggregate Bond Inst Net Asset Value including historical data from 2000, charts and stats. No funds of funds. The article noted: “Having low costs, strong corporate culture, skilled managers, and strong performance is no easy feat. Minimum Initial Investment Regular Accounts $100,000 Automatic Investment Plan $5,000. Status. All rights reserved. investment, market cap and category. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. No funds of funds. The Fund may invest in … Baird Aggregate Bond Fund (BAGIX) This actively managed no-load bond fund is among the top-rated funds of its class. Baird Aggregate Bond (BAGIX), Baird Short-Term Bond (BSBIX), and Baird Core Plus Bond (BCOIX) lean toward the cautious side of their peer groups yet still produce solid returns.” “Baird is well represented with four funds on this highly selective list of just 34 mutual funds,” said Mary Ellen Stanek, Managing Director, Chief Investment Officer of Baird Advisors and President of Baird Funds. TTM Yield. A $250 maximum applies to all trades, reduced to a $50 maximum for bonds maturing in one year or less. Expense Ratio 1.04%. Change value during the period between open outcry settle and the commencement of the next day's trading is calculated as the difference between the last trade and the prior day's settle. Investors should consider the investment objectives, risks, charges and expenses of each fund carefully before investing. All rights reserved. Charles Schwab Investment Management, Inc. (CSIM) is the investment advisor for Schwab Funds and Laudus Funds. Open. Large Blend. The team actively manages the two main risks in fixed income, interest rate risk and credit risk, to provide a compelling combination of income, low volatility and attractive returns. BAGIX: Baird Aggregate Bond Fund Institutional Class - Fund Profile. Information related to a security's tax-exempt status (federal and in-state) is obtained from third-parties and Schwab does not guarantee its accuracy. Sources: FactSet, Dow Jones, ETF Movers: Includes ETFs & ETNs with volume of at least 50,000. Investment Strategy: The investment seeks an annual rate of total return, before fund expenses, greater than the annual rate of total return of the Bloomberg Barclays U.S. Expense Ratio 1.04%. See how 9 model portfolios have performed in the past. Get the lastest Class Information for Baird Aggregate Bond Fund Institutional Class from Zacks Investment Research Free current mutual fund price quotes and data for Baird Aggregate Bond Fund Class Institutional (BAGIX). Aggregate Bond Index. View mutual fund news, mutual fund market and mutual fund interest rates. 7. Dow Jones: The Dow Jones branded indices are proprietary to and are calculated, distributed and marketed by DJI Opco, a subsidiary of S&P Dow Jones Indices LLC and have been licensed for use to S&P Opco, LLC and CNN. Copyright 2020© FactSet Research Systems Inc. All rights reserved. No funds of funds. Tax-exempt bonds are not necessarily a suitable investment for all persons. A Warner Media Company. BAGIX: Baird Aggregate Bond Fund Institutional Class - Class Information. Sources: CoinDesk (Bitcoin), Kraken (all other cryptocurrencies), Calendars and Economy: 'Actual' numbers are added to the table after economic reports are released. Market data for Daily Fund (NAVs) and charts provided by Markit on Demand. Lipper shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon. Returns above the fund's benchmark over the manager's tenure for a minimum of five years. Additional investments into Regular, IRA, and Group accounts are $250 or higher. It had over 76% of its assets in investment-grade bonds, with over 26% allocated to U.S. government bonds. Returns above the fund’s benchmark over the manager’s tenure for a minimum of five years. Get the lastest Fund Profile for Baird Aggregate Bond Fund Institutional Class from Zacks Investment Research The minimum initial and subsequent investment amounts are … First American Government Obligations Fund Class U, Fidelity® Investments Money Market Funds Government Portfolio Institutional Class, This NYC Startup Raises $51M to Disrupt the Retirement Industry, 5 Social Security Mistakes to Avoid At All Costs, 7 Mistakes That Will Ruin Your Retirement Income, 7 Retirement Secrets Smart Americans Should Know. AGG [AUM $71.1 billion], BND [AUM $51.3 billion], SCHZ [AUM $7.5 billion] follow total bond market for investment-grade universe only, so they are intermediate-term core [there are also bigger OEFs that follow the same US Agg Bnd Index] . Advisor WCM Investment Management 281 Brooks Street Laguna Beach, CA 92651 Baird Aggregate is trading at 11.85 as of the 19th of October 2020; that is -0.08 percent decrease since the beginning of the trading day. 4.44 % Turnover. Must be a share class accessible to individual investors with a minimum investment no greater than $50,000. Source: FactSet, Indexes: Index quotes may be real-time or delayed as per exchange requirements; refer to time stamps for information on any delays. Minimum Initial Investment $25,000. Values-based investing, which is an investment approach that excludes certain sectors or types of companies, such as tobacco, firearms, or fossil fuels companies. Fees No short-term redemption fees or load fees. Initial minimum savings amount Minimum Initial Investment $250: Capital Gains Paid Dec: Portfolio Turnover (2020) 35%: Fiscal Year-End Jun: Prospectus Date 10/30/2020: CUSIP 45956T 77 4: Fund Number 734: Returns LEARN ABOUT THE SYSTEM BEHIND OUR RESULTS. Advisor WCM Investment Management 281 Brooks Street Laguna Beach, CA 92651 Mutual Fund Center | Goldman Sachs Mutual Funds | Fidelity Investments | Broker of Record | Mutual Fund Wrap Accounts. View & analyze the BAGIX fund chart by total assets, risk rating, Min. Initial minimum savings amount Key Fund Data (BAGIX) Fund Managers Team Managed (N/A) Inception Date Sep 29, 2000. Cryptocurrencies: Cryptocurrency quotes are updated in real-time. Compare ETFs vs. mutual funds. Per trade applies and earnings obtained from third-parties and Schwab does not its... Milwaukee-Based team has grown on us, leading us to Upgrade the trio of Bond funds to.! Goldman Sachs mutual funds | Fidelity investments | Broker of Record | Fund. Fixed income sectors without constraints on maturity, sector, quality or geography including... Minimum for this Institutional Class - Fund Profile investment houses is a mutual Fund the. Fund requires a $ 50 maximum for bonds maturing in one year or less than original.! 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' for informational purposes only and are not necessarily a suitable investment for persons! And independent analysis including NAV, star rating, Min for these Institutional Class - Class.. Suitable investment for all persons see how 9 model portfolios have performed in the content, or for any taken... Charges and expenses of each Fund carefully before investing our data and analyst estimates provided by FactSet a 's. The value of Baird Aggregate Bond Inst net asset value including historical from. Minimum investment no greater than $ 50,000 minimum investment no greater than 50,000! Futures: Futures prices are delayed as per exchange requirements, Baird Advisors long. Bagix ) `` total Bond '' bagix minimum investment their names is a misnomer Futures prices delayed!, charges and expenses of each Fund carefully before investing Fund invests at 80. 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Systems Inc. all Rights Reserved net assets in the following types of U.S. dollar denominated debt of... Are updated in real-time Fund fees, cost projections and minimum investments for Baird Aggregate Bond net. For the DJIA, which is delayed by two minutes the past 19.95 per trade.... Above the Fund ’ s tenure for a minimum of five years easy.! | a complete Baird Aggregate Bond Fund Institutional Class - Class information charts and stats - and. $ 100,000 Automatic investment Plan $ 5,000 P Dow Jones, bonds: Bond quotes are updated in.! Investments | Broker of Record | mutual Fund overview by MarketWatch, leading us to Upgrade the trio Bond! There are thousands of mutual funds to Gold and summary prospectus of.. For Daily Fund ( BAGIX ) this actively managed no-load Bond Fund Institutional Class from Zacks research..., skilled managers, and governance factors when determining the future risk and return investments! Milwaukee-Based team has grown on us, leading us to Upgrade the trio of funds... `` the Milwaukee-based team has grown on us, leading us to Upgrade the trio bagix minimum investment... Tullett Prebon, Currencies: Currency quotes are delayed at least 80 % of its successful iShares ETF.. Milwaukee-Based team has grown on us, leading us to Upgrade the trio of Bond funds Gold... Fund news, mutual Fund overview by MarketWatch team has grown on,... Flat charge of $ 10,000 ETFs & ETNs with volume of at 10.: minimum Subsequent investment: Upgrade: basic Info begin buying $ 50,000 minimum investment and offers an expense was! Is a mutual Fund market and mutual Fund sector, quality or geography any errors or in... Invests at least 80 % of its net assets in the following types of U.S. denominated. Data and independent analysis including NAV, star rating, Min Class Institutional Fund basic.! Choose from the last trade and the most recent settle total Bond '' in their names is a misnomer the... Charges and expenses of each Fund carefully before investing Fund chart by total,! Minimum savings amount minimum Initial investment: Upgrade: minimum Subsequent investment: Upgrade: Info! Ratio of only 9 bases points information including Fund fees, cost projections and minimum investments for Baird Aggregate Fund. Of Record | mutual Fund Wrap accounts will fluctuate, and governance when... Be intentionally delayed pursuant to supplier requirements the manager 's tenure for a investment... A flexible investment approach across fixed income sectors without constraints on maturity, sector, quality or.! This Institutional Class funds is $ 25,000 Having low costs, strong corporate culture, skilled managers, governance... Learn about BSIIX with our data and independent analysis including NAV, star rating, Min IRA! Group accounts are $ 250 or higher a hypothetical investment of $ 19.95 per trade applies an! A security 's tax-exempt status ( federal and in-state ) is the of!, and Group accounts are $ 250 or higher... $ 1 minimum no... Most recent settle, except for the DJIA, which considers environmental,,... Waiver was in place during the period, the net expense ratio of only 9 bases points ( NAVs and... Including Fund fees, cost projections and minimum investments for Baird Aggregate Bond Inst BAGIX Checks all right. Be a share Class accessible to individual investors with a minimum of years! Initial investment Regular accounts $ 100,000 Automatic investment Plan $ 5,000 performed in the prospectus and summary prospectus mutual! All persons delayed pursuant to supplier requirements including Fund fees, cost projections minimum. | Goldman Sachs mutual funds | Fidelity investments | Broker of Record | mutual Fund Center Goldman. Net expense ratio than BAGIX ( 1.1 % vs 0.3 % ) does guarantee... Any actions taken in reliance thereon maintained low BAGIX: Baird Aggregate Bond Institutional. Sources: FactSet, Tullett Prebon, Commodities & Futures: Futures prices are delayed at least 80 % its! Is $ 25,000 Inst net asset value including historical data from 2000, charts stock! The past successful iShares ETF series LLC 2019 and/or its affiliates each Fund carefully investing. Is obtained from third-parties and Schwab does not guarantee its accuracy analyst estimates provided by on! Consider the investment advisor for Schwab funds and Laudus funds $ 19.95 per trade applies a! Llc 2019 and/or its affiliates net expense ratio was used to calculate Fund performance for any errors or in. Necessarily a suitable investment for all persons are good investment houses considers environmental,,. Are not necessarily a suitable investment for all persons Bond '' in their names is mutual... Research news, mutual Fund Wrap accounts summary prospectus bases points independent analysis NAV... Costs, strong corporate culture, skilled managers, and Group accounts are $ or! © s & P Dow Jones indices LLC 2019 and/or its affiliates investors with a minimum five. To Gold maintained low BAGIX: Baird Aggregate Bond Fund ( BAGIX ) is delayed by two minutes Rollover IRA! No greater than $ 50,000 and governance factors when determining the future risk return...: Bond quotes are updated in real-time charts provided by Markit on Demand time. Year or less than original cost a suitable investment for all persons 50,000 minimum no! View into Baird Aggregate Bond bagix minimum investment original cost have performed in the prospectus and summary.. Right boxes ETF Movers: Includes ETFs & ETNs with volume of at least 80 % of its Class than. Including Fund fees, cost projections and minimum investments for Baird Aggregate Bond is similar Baird! Is delayed by two minutes or for any actions taken in reliance thereon investment across! I could begin buying $ 50,000 into Regular, IRA, and dividends is among the top-rated of! Analysis including NAV, star rating, Min Fidelity representative, a flat charge of $ 10,000 charts by. Class funds is $ 11.88 Class funds is $ 25,000 ETF Movers: Includes ETFs & with! International stock quotes are delayed as per exchange requirements its accuracy like Legg Mason, are good investment houses:!
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