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.
- NAV / 1-Day Return 10.00 / 0.02 %
- Total Assets 1.4 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.880%
- Distribution Fee Level Low
- Share Class Type Front Load
- Category High Yield Bond
- Credit Quality / Interest Rate Sensitivity —
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 5.85%
- Effective Duration 2.96 years
Morningstar’s Analysis BCAAX
Will BCAAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date Dec 31, 2022
- Equity Holdings 0
- Bond Holdings 139
- Other Holdings 7
- % Assets in Top 10 Holdings 20.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
Western Asset Prem Instl US Trs Rsv Pref
12.74
166,667,935
Cash and Equivalents
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3.57
46,730,368
Corporate
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2.45
32,011,057
Corporate
United Wholesale Mortgage LLC 5.5%
2.15
28,178,565
Corporate
Grubhub Holdings Inc 5.5%
2.03
26,542,849
Corporate
Vector Group Ltd 5.75%
2.00
26,119,303
Corporate
Viking Cruises, Ltd. 6.25%
1.97
25,739,565
Corporate
PROG Holdings Inc. 6%
1.90
24,901,558
Corporate
Freedom Mortgage Corporation 7.625%
1.74
22,808,078
Corporate
Angi Group Llc 3.875%
1.74
22,741,317
Corporate