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BrandywineGLOBAL Corporate Credit A BCAAX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 10.00  /  0.02 %
  • 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 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.

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 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
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