BGHIX – BrandywineGLOBAL High Yield I Investment Strategy | Morningstar

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Strategy

The investment seeks high current income with the opportunity for capital appreciation. Under normal market conditions, the Advisor intends to provide exposure to high yield securities by investing at least 80% of its net assets in a diversified portfolio of corporate debt securities that are rated at the time of purchase below investment grade or unrated securities determined by the subadviser to be of comparable credit quality. These investments are also known as "junk bonds," "high yield bonds," and "non-investment grade bonds," and may include so called "distressed debt."

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
BGHIX	BrandywineGLOBAL - High Yield Fund Class I	Institutional	Open			Dec 31, 2015	$1.51B	0.660%	Average	$1M	−$842.69M
BGHSX	BrandywineGLOBAL - High Yield Fund Class IS	Institutional	Open			Dec 31, 2015	$651.29M	0.540%	Low	$1M	−$190.24M
BGHAX	BrandywineGLOBAL - High Yield Fund Class A	Front Load	Open			Dec 31, 2015	$287.80M	0.870%	Below Average	$1,000	−$47.78M
BGHCX	BrandywineGLOBAL - High Yield Fund Class C	Level Load	Open			Aug 2, 2021	$37.61M	1.620%	Below Average	$1,000	−$6.12M

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