The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BAGSX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the BAGSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of BAGSX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Consistent and excellent.
Alec Lucas
Director
Summary
Strong execution and a process whose incremental advantages add up make Baird Aggregate Bond a top choice in the intermediate core bond Morningstar Category.