Morningstar

Baird Chautauqua Global Growth Inv CCGSX

Morningstar Medalist Rating
Medalist Rating as of | See Baird Investment Hub
  • NAV / 1-Day Return 24.59  /  +0.45 %
  • Total Assets 384.4 Mil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.14%
  • Turnover 14%

USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:16 PM GMT+0

Morningstar’s Analysis CCGSX

Will CCGSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CCGSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CCGSX 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 CCGSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Baird Chautauqua Global Growth Inv's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CCGSX

More CCGSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

5.14 18.8 Mil
Technology

Alphabet Inc Class A

4.47 16.3 Mil
Communication Services

Taiwan Semiconductor Manufacturing Co Ltd ADR

4.26 15.6 Mil
Technology

Novo Nordisk A/S ADR

4.18 15.3 Mil
Healthcare

Mastercard Inc Class A

4.02 14.7 Mil
Financial Services

ASML Holding NV ADR

3.97 14.5 Mil
Technology

Constellation Software Inc

3.83 14.0 Mil
Technology

Regeneron Pharmaceuticals Inc

3.66 13.4 Mil
Healthcare

Waste Connections Inc

3.50 12.8 Mil
Industrials

Amazon.com Inc

3.44 12.6 Mil
Consumer Cyclical

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