Brandes Global Equity Fund Quote
| BGVIX Fund | USD 32.11 0.19 0.60% |
Performance2 of 100
| Odds Of DistressLess than 22
|
Brandes Global is trading at 32.11 as of the 24th of November 2024; that is 0.60 percent increase since the beginning of the trading day. The fund's open price was 31.92. Brandes Global has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Brandes Global Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of December 2022 and ending today, the 24th of November 2024. Click here to learn more.
The fund invests primarily in equity securities of U.S. and foreign companies. The fund typically invests in companies with market capitalizations greater than 5 billion at the time of purchase. A foreign company is determined to be foreign on the basis of its domicile, its principal place of business, its primary stock exchange listing, andor the source of its revenues.. More on Brandes Global Equity
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Brandes Mutual Fund Highlights
| Fund Concentration | Brandes Funds, Large Value Funds, World Large-Stock Value Funds, World Large-Stock Value, Brandes (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of January 2023 |
| Fiscal Year End | September |
Brandes Global Equity [BGVIX] is traded in USA and was established 24th of November 2024. Brandes Global is listed under Brandes category by Fama And French industry classification. The fund is listed under World Large-Stock Value category and is part of Brandes family. This fund currently has accumulated 42.1 M in assets under management (AUM) with minimum initial investment of 100 K. Brandes Global Equity is currently producing year-to-date (YTD) return of 14.5% with the current yeild of 0.02%, while the total return for the last 3 years was 9.22%.
Check Brandes Global Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Brandes Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Brandes Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Brandes Global Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Brandes Global Equity Mutual Fund Constituents
| UBS | UBS Group AG | Stock | Financials | |
| CSGKF | Credit Suisse Group | Pink Sheet | Banks—Diversified | |
| BAC | Bank of America | Stock | Financials | |
| C | Citigroup | Stock | Financials | |
| CAH | Cardinal Health | Stock | Health Care | |
| CI | Cigna Corp | Stock | Health Care | |
| EBS | Emergent Biosolutions | Stock | Health Care | |
| FDX | FedEx | Stock | Industrials |
Brandes Global Equity Risk Profiles
| Mean Deviation | 0.5609 | |||
| Semi Deviation | 0.6148 | |||
| Standard Deviation | 0.7306 | |||
| Variance | 0.5337 |
Brandes Global Against Markets
Other Information on Investing in Brandes Mutual Fund
Brandes Global financial ratios help investors to determine whether Brandes Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Brandes with respect to the benefits of owning Brandes Global security.
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