BrandywineGLOBAL Global Opportunities Bond benefits from an experienced team and a distinctive and well-orchestrated process. It earns a Morningstar Analyst Rating of Bronze on its cheaper share classes, while its more-expensive shares are rated Neutral.
BrandywineGLOBAL Global Opp Bond I GOBIX
NAV / 1-Day Return
11.27
/
0.18
%
Total Assets
2.5 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.690%
Expense Ratio
0.690%
Fee Level
Above Average
Longest Manager Tenure
14.97
years
Category
World Bond
Credit Quality / Interest Rate Sensitivity
Medium / ModerateMin. Initial Investment
1,000,000
Status
Open
TTM Yield
0.88%
Effective Duration
3.60
years
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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 solid choice for risk tolerant investors.
