BTMSX Mutual Fund

BTMSX Mutual Fund (Baird Short-Term Municipal Bond Fund Investor Class) is managed by Baird Funds with $73.4M in net assets. BTMSX expense ratio is 0.55%, holding 1765 positions across sectors including Financials, Utilities, Industrials. Inception date: 2015-08-31.

BTMSX performance shows a YTD return of 0.69%. The 1-year return is 2.61% and the 5-year return is 1.54%. BTMSX dividend yield stands at 3.10%, paid monthly.

BTMSX top holdings include Treasury Note (Otr) 3.75% May 31, 2030 (1.5%), Federated Institutional Tax-free Cash Trust (0.5%), Rural Water Financing Agency 2.875 2028-08-01 (0.5%), Public Finance Authority (0.5%), Harris Cnty Tx Cultural Edu Fa Harris County Cultural Education Facilities Financ 05/15/2050 (0.5%). Go to all BTMSX holdings, BTMSX sectors, or BTMSX dividends.

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