BSVIX Mutual Fund

BSVIX Mutual Fund (Baird Equity Opportunity FundInsti Class) is managed by Baird Funds with $75.0M in net assets. BSVIX expense ratio is 1.25%, holding 36 positions across sectors including Information Technology, Health Care, Consumer Discretionary. Inception date: 2012-05-01.

BSVIX performance shows a YTD return of 2.23%. The 1-year return is 5.52% and the 5-year return is 6.87%. BSVIX dividend yield stands at 13.03%, paid annually.

BSVIX top holdings include First American Government Obligations Fund (12.1%), Ncr Corp. (7.1%), Neogenomics Inc (5.3%), Sportradar Group Ag Class A Ordinary Share (5.3%), Rbc Bearings Inc (5.2%). Go to all BSVIX holdings, BSVIX sectors, or BSVIX dividends.

BSVIX can be compared against other funds. Use BSVIX overlap to find shared positions, or BSVIX vs another fund for a side-by-side view. BSVIX alternatives are available via the screener, along with tax-loss harvesting opportunities.