Baird Equity Opportunity Fund - Investor Class (BSVSX)
Baird Equity Opportunity Fund - Investor Class operates in the Asset Management industry of the Financial Services sector, headquartered in Milwaukee, WI, US. The stock last traded at $14.68, up 0.14% on the session, giving a market capitalisation of $75.8M. On trailing twelve-month figures it carries a trailing P/E of 17.48, a net margin of 57.9%. Its beta of 1.20 implies it has historically moved more than the broad market.
This fund primarily invests in equity securities, typically committing a minimum of 80% of its net assets—including any capital borrowed for investment purposes—to stocks and equity-related instruments. While its primary geographical allocation is to U.S. companies, it also has the flexibility to invest up to 15% of its total assets in foreign equity securities. The range of permissible equity investments is broad, encompassing common and preferred stocks, American Depositary Receipts (ADRs) or comparable depositary shares, rights, warrants, exchange-traded funds (ETFs), and options whose underlying assets are individual equities or equity indexes. Notably, this fund operates as a non-diversified investment vehicle.
Baird Equity Opportunity Fund - Investor Class is most often compared with the following Financial Services names: