Mary Stanek - Baird Aggregate Fund Manager
| BAGIX Fund | USD 9.52 0.01 0.11% |
Ms. Stanek is a Senior Portfolio manager at Baird. Prior to joining Baird in 2000, Ms. Stanek was President and CEO of Firstar Investment Research and Management Company and was Director of Fixed Income. Ms. Stanek obtained her undergraduate degree from Marquette University and her MBA from the University of WisconsinMilwaukee. She received the Chartered Financial Analyst designation in 1983. Ms. Stanek is currently a member of the CFA Institute and is a member of the CFA Society of Milwaukee.
| Phone | 866-442-2473 |
Mary Stanek Latest Insider Activity
Tracking and analyzing the buying and selling activities of Mary Stanek against Baird Aggregate mutual fund is an integral part of due diligence when investing in Baird Aggregate. Mary Stanek insider activity provides valuable insight into whether Baird Aggregate is net buyers or sellers over its current business cycle. Note, Baird Aggregate insiders must abide by specific rules, including filing SEC forms every time they buy or sell Baird Aggregate'sshares to prevent insider trading or benefiting illegally from material non-public information that their positions give them access to.
Mary Stanek over two weeks ago Acquisition by Mary Stanek of 374 shares of WEC Energy subject to Rule 16b-3 |
Baird Aggregate Management Performance (%)
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Baird Aggregate Bond Leadership Team
Elected by the shareholders, the Baird Aggregate's board of directors comprises two types of representatives: Baird Aggregate inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Baird. The board's role is to monitor Baird Aggregate's management team and ensure that shareholders' interests are well served. Baird Aggregate's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Baird Aggregate's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Mary Stanek, Fund Manager | ||
| Jeffrey Schrom, Fund Manager |
Baird Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right mutual fund is not an easy task. Is Baird Aggregate a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Total Asset | 38.36 B | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 6.43 % | ||||
| One Year Return | 0.78 % | ||||
| Three Year Return | (3.23) % | ||||
| Five Year Return | 0.39 % | ||||
| Ten Year Return | 4.73 % | ||||
| Net Asset | 39.28 B | ||||
| Minimum Initial Investment | 10 K | ||||
| Last Dividend Paid | 0.02 |
Pair Trading with Baird Aggregate
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Baird Aggregate position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Baird Aggregate will appreciate offsetting losses from the drop in the long position's value.Moving together with Baird Mutual Fund
| 1.0 | BCOSX | Baird E Plus | PairCorr |
The ability to find closely correlated positions to Baird Aggregate could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Baird Aggregate when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Baird Aggregate - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Baird Aggregate Bond to buy it.
The correlation of Baird Aggregate is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Baird Aggregate moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Baird Aggregate Bond moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Baird Aggregate can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Baird Aggregate Bond. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Technical Analysis module to check basic technical indicators and analysis based on most latest market data.