This top investor delivers outperformance with her five-star Morningstar rated bond funds. Here’s how

Mortgage-Backed Securities News

This top investor delivers outperformance with her five-star Morningstar rated bond funds. Here’s how
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Baird Advisors co-chief investment officer Mary Ellen Stanek talks about how her experience has shaped her strategy and where she sees value right now.

For Baird Advisors co-chief investment officer Mary Ellen Stanek, success in fixed income isn't about hitting home runs. Instead, it's important to have "a really high batting average," the 45-year industry veteran told CNBC. "We don't think this is an asset class where you're paid typically to hit homeruns," she said.

mountain Baird Aggregate Bond Fund, investor shares Since BAGIX's inception in 2000, it has seen a 4.74% annualized gain through March 31, 2024, according to Baird. During that time, it beat its benchmark — the Bloomberg U.S. Aggregate Index — by 66 basis points, the firm said. It also sits in the top quintile among its peers, per Morningstar . From bear market baby to industry accolades Stanek's investment philosophy has been honed throughout her years of experience.

mountain Baird Intermediate Bond Fund, investor shares "It's our job to deliver both a competitive product and attractive returns, but also in a format and understandable that you can understand the risks we're taking, and that you can feel comfortable and confident and sleep better at night," Stanek said.

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