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BrandywineGLOBAL Corporate Credit A BCAAX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 10.03  /  0.08 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    0.860%
  • 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 6.07%
  • 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.

Capable leaders steer this distinctive high-yield offering.

Senior Analyst R.J. D'Ancona

R.J. D'Ancona

Senior Analyst

Summary

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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Portfolio Holdings BCAAX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 145
  • Other Holdings 5
  • % Assets in Top 10 Holdings 19.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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170,942,185
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2.38
32,993,836
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2.33
32,241,207
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Vector Group Ltd 5.75%

1.95
26,997,790
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1.95
26,971,099
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Viking Cruises, Ltd. 6.25%

1.86
25,833,032
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PROG Holdings Inc. 6%

1.80
25,011,791
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Angi Group Llc 3.875%

1.58
21,840,611
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1.47
20,348,358
Corporate