Advertisement
Skip to Content
Morningstar

BrandywineGLOBAL Global Opp Bond I GOBIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 9.15  /  0.33 %
  • Total Assets 2.1 Bil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.660%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Global Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Extensive
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 6.59%
  • Effective Duration 8.44 years

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis GOBIX

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

People Pillar

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

A bold approach comes with risks and rewards.

Analyst

Summary

| by Saraja Samant

BrandywineGLOBAL Global Opportunities Bond’s intrepid yet well-orchestrated process is consistently applied by an experienced team. It earns a Morningstar Analyst Rating of Bronze on its cheaper share classes, while its more-expensive shares are rated Neutral.

Unlock our full analysis with Morningstar Investor