Baird Core Plus Bond Fund Investor Class
BCOSX
NASDAQ- -
USD
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- -
Capital Structure
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in mil. unless spec.Working Capital
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Bonds
- Address
- 777 East Wisconsin Avenue Milwaukee WI United States of America 53202
- IPO Date
- Sep 29, 2000
- CIK
- 0001282693
- Website
- bairdassetmanagement.com
- Similar Companies
- Business
- Baird Core Plus Bond Fund Investor Class (BCOSX) is an open-end mutual fund that seeks an annual rate of total return, before fund expenses, greater than that of the Bloomberg U.S. Universal Bond Index through a duration-neutral, risk-controlled fixed income strategy. The Fund normally invests at least 80% of its net assets in U.S. dollar-denominated debt securities, including obligations of U.S. government and other public-sector entities; asset-backed and mortgage-backed securities of U.S. and foreign issuers; and corporate debt of U.S. and foreign issuers; with primary emphasis on investment-grade securities and up to 20% in non-investment-grade debt rated at least B or equivalent. It maintains a dollar-weighted average effective maturity typically between five and ten years, an effective duration aligned with the benchmark, and a diversified portfolio across sectors such as U.S. Treasuries, agencies, industrials, financials, utilities, residential and commercial mortgage-backed securities, and asset-backed securities. Launched on September 29, 2000 and domiciled in the United States, the Fund is managed by Baird Advisors, the institutional fixed income group of Robert W. Baird & Co., which was founded in 1919 and is headquartered in Milwaukee, Wisconsin. Baird Advisors employs a collaborative team of portfolio managers, including Mary Ellen Stanek, CFA; Warren D. Pierson, CFA; and others, focusing on security selection, yield curve positioning, sector allocation, and competitive trade execution to generate incremental returns. The Investor Class shares carry a 0.55% expense ratio, a $2,500 minimum initial investment, monthly income distributions, and no sales load, targeting intermediate core-plus bond investors seeking income and moderate risk. In recent developments, the Fund has maintained strong performance recognition, earning a Gold Morningstar Medalist Rating for both Institutional (BCOIX) and Investor classes based on 100% analyst-driven and data coverage assessments as of late 2025, alongside a 4-star Overall Morningstar Rating for the Institutional class against 520 peers in the Intermediate Core-Plus Bond category. Portfolio characteristics as of September 30, 2025, reflect fund assets exceeding $40 billion, 1,952 holdings, a 31.42% annual turnover rate, an average effective duration of 5.82 years, and a 30-day SEC yield of 3.97% for Investor shares. No major acquisitions, partnerships, funding rounds, or strategic reorganizations have been reported for the Fund in the last 1-2 years, with operations continuing under Baird's time-tested risk management processes amid volatile interest rate environments.