Morningstar

BrandywineGLOBAL - Corporate Credit Fund Class C BGGCX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 10.33  /  +0.10 %
  • Total Assets 2.0B
  • Adj. Expense Ratio
    1.580%
  • Expense Ratio 1.550%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low/Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 5.28%
  • Effective Duration 2.29 years

USD | NAV as of Jul 16, 2026 | 1-Day Return as of Jul 16, 2026, 12:31 AM GMT+0

Morningstar’s Analysis BGGCX

Will BGGCX outperform in the 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 BGGCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BGGCX 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 BGGCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Still reasons for optimism despite a recent rocky stretch.

Senior Analyst Max Curtin

Max Curtin

Senior Analyst

Summary

BrandywineGlobal Corporate Credit faces more questions than it once did, but the team’s distinct, bargain-hunting approach continues to set it apart favorably.

by Max Curtin
Rated on Published on

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Portfolio Holdings BGGCX

More BGGCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Western Asset Prem Instl US Trs Rsv Pref

9.01 181M
Cash and Equivalents

PROG Holdings Inc. 6%

1.68 34M
Corporate

Credit Acceptance Corporation of Michigan 9.25%

1.52 31M
Corporate

Howden UK Refinance PLC & Howden US Refinance LLC 7.25%

1.50 30M
Corporate

Saturn Oil & Gas Inc 9.625%

1.48 30M
Corporate

Travel Plus Leisure Co 6.625%

1.47 30M
Corporate

Jefferson Capital Holdings LLC 9.5%

1.38 28M
Corporate

Firstcash Inc 5.625%

1.37 28M
Corporate

United Wholesale Mortgage LLC 5.5%

1.36 27M
Corporate

Truist Insurance Holdings LLC & Panther Co-Issuer Inc. 7.125%

1.35 27M
Corporate

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