BTMSX Mutual Fund
BTMSX Mutual Fund
Baird Short-Term Municipal Bond Fund Investor Class
BTMSX Mutual Fund Overview
BTMSX Mutual Fund (Baird Short-Term Municipal Bond Fund Investor Class) is managed by Baird Funds with $76.0M in net assets. BTMSX expense ratio is 0.55%, holding 1765 positions across sectors including Other, Financials, Utilities. Inception date: 2015-08-31.
BTMSX performance shows a YTD return of 1.22%. The 1-year return is 3.72% and the 5-year return is 1.70%. BTMSX dividend yield stands at 3.06%, paid monthly.
BTMSX top holdings include Us Treasury N/B 3.75 05/31/2030 (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%). View all BTMSX holdings, sector breakdown, or dividend history.
BTMSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BTMSX alternatives are available via the screener, along with tax-loss harvesting opportunities.