Baird Aggregate Bond Fund

Baird Funds Inc · Series S000000753 · 2 share classes

Bond fund · 98% debt· rate + credit risk filed
One fund, 2 share classes:BAGIXBAGSX
$56.54B NAV
2,026 positions · as of 2026-03-31 · filed 2026-05-15
data updated 2026-08-17

Fund profile

As filed in the prospectus · 2026 Q2

The investment objective of the Baird Aggregate Bond Fund (the Fund) is to seek an annual rate of total return, before fund expenses, greater than the annual rate of total return of the Bloomberg U.S. Aggregate Index.

Strategy · summarised

The fund seeks to outperform the Bloomberg U.S. Aggregate Index through three active techniques: yield curve positioning to select maturities and yields with the greatest return potential, sector allocation to overweight sectors offering superior value, and security selection to identify the best-value issuers within each sector. The fund holds investment-grade U.S. dollar-denominated debt obligations—government, mortgage-backed, asset-backed, and corporate—while maintaining portfolio duration substantially equal to the benchmark's. Because outperformance depends on the Advisor's judgments about which maturities, sectors, and issuers will outperform, results may diverge materially from the benchmark.

Expenses
0.30% 0.55%across 2 share classes
Share classExpense ratio
BAGIX0.30%
BAGSX0.55%

Portfolio turnover 34.00% · as of 2026 Q2

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q1

99.31%
of net assets
Bonds68.39%
Securitized29.31%
Cash & short-term1.61%

Latest quarter

What changed since the fund's previous filing

2026Q1 vs 2025Q4: 112 new51 exited

Largest new: US TREASURY N/B ×3, BMO Mortgage Trust, Verus Securitization Trust, MEDLINE BORROWER LP, SALESFORCE INC, Freddie Mac

Largest exited: US TREASURY N/B ×3, FHLMC Multifamily Structured P, Fannie Mae ×2, BOEING CO, BANK OF AMERICA CORP

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Feb 2026

Share class1-year3-year5-yearVolWorst fall
Cumulative return· Apr 2023 – Feb 2026

Mar 2026 has been filed since the trailing figures were struck, so it is not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-03-31

Avg coupon
3.95%
Avg maturity
13.77 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

15%
floating
Fixed rate84.9%
Floating rate15.1%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

<1y10y+
<1y1.9%
1-3y13.3%
3-5y15.3%
5-10y20.4%
10y+49.1%
Flagged holdings
Defaulted: 0.00% · $0.00M · 1 positions
In arrears: none reported
Paid in kind: 0.01% · $5.63M · 1 positions

These three overlap — one holding can be in arrears and paying in kind at once — so they are shown separately and never summed.

Risk profile

Interest-rate and credit-spread sensitivity, both in years · as of 2026Q1

Most of this fund’s sensitivity is to interest rates, with credit spreads carrying nearly as much.

Interest-rate duration
5.86 yr
approx. move per 100bp
Credit-spread duration
5.66 yr
approx. move per 100bp
If rates and spreads both rise 100bp

Where the loss would come from. The two shocks are the same size, so this is the balance of the fund's two sensitivities rather than a bet on one moving more.

≈ -11.5%
of value
Interest rates51%
Credit spreads49%

Filers report the impact of a 0.01% move only, so the total is our own scaling of that one number and overstates the loss on most bonds — read it as approximate, never as precise. The two sensitivities overlap rather than add up: they measure the same positions against different shocks, which is why the durations above are shown side by side and never summed.

Credit risk by quality

Share of the fund's spread duration carried by each credit tier.

+5.66
yrs total
Investment grade+5.64 yr
High yield+0.02 yr
Where the risk sits on the curve

Share of duration at each point, shortest first. A positive figure loses value when spreads widen; a negative one offsets — a credit hedge.

Interest rate5.86 yr total
3 mo30 yr
3 mo0.04 yr1%
1 yr0.42 yr7%
5 yr1.21 yr21%
10 yr2.22 yr38%
30 yr1.97 yr34%
Credit spread5.66 yr total
3 mo30 yr
3 mo0.04 yr1%
1 yr0.42 yr7%
5 yr1.19 yr21%
10 yr2.13 yr38%
30 yr1.88 yr33%

The two bands measure the same positions against different shocks and do not add — a Treasury carries rate duration and no spread duration, a floating-rate credit the reverse. Rate tenors are also summed across every currency the fund discloses.

Show the numbers
TenorRate yrsIG yrsHY yrsIG $/bpHY $/bp
3 mo+0.04+0.04+0.00$229.0k$5.1k
1 yr+0.42+0.41+0.00$2.34m$18.2k
5 yr+1.21+1.19+0.01$6.70m$42.6k
10 yr+2.22+2.12+0.01$11.99m$46.4k
30 yr+1.97+1.88+0.00$10.60m$25.0k

Dollar change per 1bp of spread movement, as filed and sign-anchored. A blank cell was not filed; a zero was.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
US TREASURY N/B4.00% · due 2032-06-302.24%$1.27B
First American Government Obli1.61%$909.93M
US TREASURY N/B2.38% · due 2029-03-311.51%$852.04M
US TREASURY N/B2.88% · due 2043-05-151.43%$809.38M
US TREASURY N/B2.38% · due 2042-02-151.40%$789.96M
US TREASURY N/B3.38% · due 2033-05-151.40%$788.46M
US TREASURY N/B3.50% · due 2029-03-151.35%$766.00M
US TREASURY N/B3.38% · due 2042-08-151.22%$688.85M
US TREASURY N/B3.63% · due 2028-08-151.21%$681.09M
US TREASURY N/B4.63% · due 2029-04-301.20%$676.10M
Showing 10 of 2,026Sign in to see more

Top 10 positions are 14.55% of net assets, top 25 27.53%, across 628 issuers.

See more of this fund's book

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