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BrandywineGLOBAL High Yield IS BGHSX

Analyst rating as of
NAV / 1-Day Return
11.39  /  0.13 %
Total Assets
1.1 Bil
Adj. Expense Ratio
0.560%
Expense Ratio
0.560%
Fee Level
Low
Longest Manager Tenure
6.88 years
Category
High Yield Bond
Credit Quality / Interest Rate Sensitivity
Low / Limited
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
5.19%
Effective Duration
3.01 years
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Morningstar’s Analysis

Will BGHSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A nice complement to the high-yield sleeve of your portfolio.

Summary

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This strategy moved to Brandywine Global from Diamond Hill in July 2021, but BrandywineGlobal High Yield’s distinctive, disciplined, and high-conviction approach continue to make it a uniquely attractive proposition within the high-yield bond Morningstar Category. That and an experienced, albeit thin, team support a Morningstar Analyst Rating of Bronze for its cheapest share classes, while its pricier shares are rated Neutral.

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