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Morningstar

BrandywineGLOBAL Corporate Credit I BCGIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 10.14  /  0.21 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    0.600%
  • Expense Ratio 0.610%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low / Limited
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 5.72%
  • Effective Duration 3.60 years

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 1:29 AM GMT+00:00

Morningstar’s Analysis BCGIX

Will BCGIX 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 BCGIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

Capable leaders steer this distinctive high-yield offering.

Senior Analyst

Summary

| by R.J. D'Ancona

BrandywineGlobal Corporate Credit’s capable management duo ply a unique, value-oriented approach that capitalizes on high-yield bond market inefficiencies. Its cheapest share class earns a Morningstar Analyst Rating of Silver, while its more expensive classes earn Bronze and Neutral ratings.

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