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Morningstar

BrandywineGLOBAL High Yield A BGHAX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 9.77  /  0.05 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.960%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low / Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 5.91%
  • Effective Duration 3.98 years

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:09 PM GMT+00:00

Morningstar’s Analysis BGHAX

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

People Pillar

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

Worth considering.

Senior Analyst

Summary

| by R.J. D'Ancona

BrandywineGlobal High Yield’s capable managers ply a unique, value-oriented approach that capitalizes on high-yield bond market inefficiencies. Its cheapest share classes earn a Morningstar Analyst Rating of Bronze, while its pricier shares are rated Neutral.

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