LWOAX : BrandywineGLOBAL - International Opportunities Bond Fund Class A

LWOAX is a Bond Market High Yield Bond with HIGH fees.

LWOAX

BrandywineGLOBAL - International Opportunities Bond Fund Class A

FI Score

18 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

0 /10

Market Size

2 /10

18% FI Score
  • lwoax
  • Mutual Fund
  • Bond
  • High Yield Bond

BrandywineGLOBAL - International Opportunities Bond Fund Class A

Expenses: 1.00% (Better than 0% of similar funds)

This is a bad 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 invests at least 80% of its net assets in fixed income securities of issuers located in developed market countries. It will invest in the sovereign debt and currencies of countries in the FTSE World Government Bond Index Ex-U.S. (Unhedged). The fund invests 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. It is non-diversified.

Largest Holdings

Amount Holding
4.96% Goldman Sachs Group, Inc. 2.43%
4.26% Republic of Colombia 6%
3.82% Mexico (United Mexican States) 7.75%
3.05% Mexico (United Mexican States) 8.5%
2.94% Mexico (United Mexican States) 8.5%
2.68% Canada (Government of) 2.75%
2.36% Canadian Imperial Bank of Commerce 0.82%
2.33% United States Treasury Notes 0.24%
2.20% Queensland Treasury Corporation 5.5%
2.11% Brazil (Federative Republic) 10%
2.06% Bank of Montreal 0.83%
2.02% Republic of South Africa 8.75%
2.00% Indonesia (Republic of) 8.75%
1.94% Secretaria Tesouro Nacional 10%
1.93% Malaysia (Government Of) 3.48%
1.90% Poland (Republic of) 2%
1.65% Australia (Commonwealth of) 5.75%
1.63% Republic of South Africa 6.5%
1.53% American Express Company 2.34%
1.50% Metropolitan Life Global Funding I 2.11%
1.42% Western Australian Treasury Corporation 7%
1.37% Mexico (United Mexican States) 8%
1.34% Petroleos Mexicanos 7.69%
1.26% Malaysia (Government Of) 4.05%
1.25% Malaysia (Government Of) 3.88%

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