Baird Equity Opportunity Fund - Investor Class (BSVSX) Stock

About Baird Equity Opportunity Fund - Investor Class

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 headquartered in US.

Baird Equity Opportunity Fund - Investor Class (BSVSX) stock trades at $14.80 with a market capitalization of $77.23M. The stock is valued at a price-to-earnings (P/E) ratio of 17.62, price-to-book of 0.04, price-to-sales of 0.38. Over the past 52 weeks the stock has ranged between $12.60 and $17.01, and currently trades 13.0% below its 52-week high. It pays a dividend yielding 13.31%.

On profitability, Baird Equity Opportunity Fund - Investor Class generates a return on equity (ROE) of 7.17%, return on capital employed of 10.95%, an operating margin of 94.44%, a net profit margin of 57.93%.

Official website: www.bairdassetmanagement.com/baird-funds/equity-funds/equity-opportunity-fund/