GOBIX : BrandywineGLOBAL - Global Opportunities Bond Fund Class I

GOBIX is a Bond Market High Yield Bond with MODERATE fees.

GOBIX

BrandywineGLOBAL - Global Opportunities Bond Fund Class I

FI Score

57/100
  • gobix
  • Mutual Fund
  • Bond
  • High Yield Bond

BrandywineGLOBAL - Global Opportunities Bond Fund Class I

Expenses: 0.68% (Better than 1% of similar funds)

This is an OK choice for a High Yield Bond Bond fund. See why »

Fund Summary

The investment seeks to maximize total return consisting of income and capital appreciation. The fund normally invests at least 80% of its net assets in fixed income securities of issuers located in developed market countries. It will invest in both investment grade and below investment grade fixed income securities, and the advisor intends to invest less than 35% of its net assets in below investment grade fixed income securities (commonly known as "high yield debt" or "junk bonds"). The fund may invest up to 25% of its net assets in convertible debt securities. It is non-diversified.

Largest Holdings

AmountHolding
11.74%United States Treasury Notes 0.39%
8.94%United States Treasury Bonds 2.38%
3.18%Mexico (United Mexican States) 7.75%
3.09%Goldman Sachs Group, Inc. 2.43%
2.75%Mexico (United Mexican States) 8.5%
2.65%Mexico (United Mexican States) 8.5%
2.50%Republic of Colombia 6%
2.49%Australia (Commonwealth of) 5.75%
2.46%Bank of America Corporation 4.08%
2.17%Brazil (Federative Republic) 10%

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