Baird Ultra Short Bond Fund Institutional Class (BUBIX)

Overview

This investment fund specializes in acquiring equity securities from both domestic and international markets, focusing on companies that possess a substantial market capitalization — typically over US $5 billion. To ensure a global investment perspective, the fund commits to allocating at least 40% of its total assets to non-U.S. companies at the time of purchase. Moreover, it maintains a diversified portfolio across at least three different countries, inclusive of the United States, encompassing investments in both developed and emerging markets. This strategic approach aims to leverage the growth potential of medium to large market cap companies worldwide.

Products and Services

• Equity Securities Investments
  

  The primary focus is on investing in equity securities of companies with medium to large market capitalizations, ensuring a balance between growth potential and investment risk. This encompasses a broad range of industries and sectors across the globe, aiming to maximize returns for investors through strategic equity holdings.

• Global Diversification
  

  With a commitment to invest in at least three different countries, including the United States, the fund achieves a diversified investment portfolio. This includes a minimum allocation of 40% to non-U.S. companies, offering investors exposure to international markets and the opportunity to benefit from global economic growth.

• Developed and Emerging Markets Exposure
  

  By including investments in both developed and emerging markets, the fund taps into the growth potential of less mature economies while also leveraging the stability and innovation of established markets. This balanced approach aims to optimize risk-adjusted returns for investors by capturing growth opportunities worldwide.