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

Expense Ratio Rating

7 /10

Expense Rating

3 /10

Market Score

8 /10

Category Score

0 /10

Market Size

8 /10

57% FI Score
  • 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 ยป

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

Amount Holding
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%
1.97% Bank of Montreal 0.83%
1.90% Ford Motor Credit Company LLC 2.71%
1.88% Secretaria Tesouro Nacional 10%
1.84% Indonesia (Republic of) 9%
1.84% Republic of South Africa 8.75%
1.72% Canadian Imperial Bank of Commerce 0.82%
1.67% United States Treasury Bonds 3%
1.67% Wells Fargo & Company 2.82%
1.58% Republic of Colombia 6.25%
1.49% Republic of South Africa 6.5%
1.47% Indonesia (Republic of) 8.75%
1.36% Hewlett Packard Enterprise Company 6.35%
1.34% Petroleos Mexicanos 7.69%
1.13% American Express Company 2.34%
1.12% Malaysia (Government Of) 3.9%

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