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BSVSX Dividend DRIP Calculator 2026
12.85% YieldFinancial ServicesBaird Equity Opportunity Fund - Investor Class · NASDAQ
Price: $15.37 · Annual div: $1.97/share · Frequency: quarterly · Payout ratio: 50% · Ex-div: TBD
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Annual dividend income growth
💡 What-if scenarios
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🎯 When BSVSX pays your bills
Year your monthly dividend income covers each expense (based on current settings)
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$10,000 in BSVSX → $33.5K in 10 years · $317.81/month
About Baird Equity Opportunity Fund - Investor Class (BSVSX) — Dividend Analysis 2026
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.
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This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
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🌍 BSVSX Yield by Country & Account Type
Real after-tax yield depends on where you live and how you hold BSVSX.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 12.85% | 10.05% | $1,285 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 10.92% | 8.12% | $1,092 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 10.28% | 7.48% | $1,028 / yr |
| 🇬🇧 UK ISA | 0% | 12.85% | 10.05% | $1,285 / yr |
| 🇬🇧 UK Taxable | 8.75% | 11.73% | 8.93% | $1,173 / yr |
| 🇨🇦 TFSA | 0% | 12.85% | 10.05% | $1,285 / yr |
| 🇨🇦 CA Taxable | 25% | 9.64% | 6.84% | $964 / yr |
| 🇦🇺 Super (pension) | 15% | 10.92% | 8.12% | $1,092 / yr |
| 🇦🇺 AU Taxable | 30% | 8.99% | 6.19% | $899 / yr |
| 🇩🇪 DE Taxable | 26.375% | 9.46% | 6.66% | $946 / yr |
| 🇫🇷 FR Taxable | 30% | 8.99% | 6.19% | $899 / yr |
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
🎯 BSVSX Income Goal & Break-Even
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $1.97/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
📅 BSVSX Dividend Payment Schedule
BSVSX pays quarterly — 4 times per year. Next ex-div: TBD.
📊 BSVSX vs Financial Services Benchmarks
How BSVSX compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for BSVSX sourced from FMP /financial-growth endpoint — real data, not estimates.
🏛️ BSVSX Insider Activity
No recent SEC filings reported in the last 90 days.Analyst Price Target
Wall Street consensusAnalyst consensus price target via FMP. Not a guarantee of future performance. Past analyst accuracy varies.
Financial Health Scores
Altman Z-Score predicts bankruptcy risk. Piotroski F-Score measures financial strength across 9 criteria. High scores → lower dividend cut risk. Data via FMP financial statements.
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the BSVSX dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →
Baird Equity Opportunity Fund - Investor Class (BSVSX) is currently trading at $15.37, 16% below its 52-week high. The current dividend yield is 12.85% based on an annual payout of $1.97 per share.
BSVSX (Baird Equity Opportunity Fund - Investor Class) — 12.85% Dividend Yield Analysis
Baird Equity Opportunity Fund - Investor Class (BSVSX) is a financial services stock currently trading at $15.37 with a dividend yield of 12.85%. The company pays an annual dividend of $1.97 per share. The payout ratio of 50% suggests the dividend is well-covered by earnings.
- Above-average yield (12.85%) may signal elevated risk — verify sustainability.
Auto-generated from live market data. For educational purposes only — not financial advice.