BCPAX – Brandes Core Plus Fixed Income A Investment Strategy | Morningstar

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Strategy

The investment seeks to maximize long-term total return, consisting of both current income and capital appreciation. The fund invests at least 80% of its net assets in fixed income securities. These include, but are not limited to, debt securities issued by U.S. and foreign companies, debt obligations issued or guaranteed by the U.S. government and foreign governments and their agencies and instrumentalities, and U.S. and foreign mortgage-backed securities, collateralized mortgage obligations and asset-backed debt securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BCPIX	Brandes Core Plus Fixed Income Fund Class I	Institutional	Open			Dec 28, 2007	$59.58M	0.310%	Low	$100,000	−$26.77M
BCPAX	Brandes Core Plus Fixed Income Fund Class A	Front Load	Open			Jan 31, 2013	$792,244.00	0.510%	Low	$2,500	$44,078.23
BCPRX	Brandes Core Plus Fixed Income Fund Class R6	Retirement, Large	Open			Oct 10, 2017	$6.49M	0.310%	Low	$1M	−$1.89M

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