Baird Equity Opportunity FundBSVSX

MUTUAL FUNDRobert W. Baird
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$67.4M
Expense ratio
1.50%
1-year return
+2.2%
3 years, a year
+5.3%
5 years, a year
+4.2%
Holdings
38

What it aims to do.

The investment objective of the Baird Equity Opportunity Fund (the Fund) is to provide long-term capital appreciation.

Top 10 holdings.

Holding% of fund
Sportradar Group AG6.96%
First American Government Obli6.32%
GSAT Globalstar Inc6.19%
VYX NCR Voyix Corp5.51%
RBC RBC Bearings Inc5.44%
BILL BILL Holdings Inc5.38%
HQY HealthEquity Inc4.57%
Mister Car Wash Inc4.21%
Norwegian Cruise Line Holdings4.08%
State Street SPDR S&P Biotech3.90%

More on BSVSX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.