Morningstar

Brandes Mutual Funds

View all of Brandes’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Brandes Funds List

Share Class Type

1 to 22 of 22 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Brandes Core Plus Fixed Income R6BCPRXIntermediate Core-Plus Bond5.25%630.310%LowRetirement, Large$1.0 Mil
Brandes International Equity IBIIEXForeign Large Value17.88%50.850%AverageInstitutional$100,000
Brandes International Equity R6BIERXForeign Large Value18.00%50.750%AverageRetirement, Large$1.0 Mil
Brandes International Small Cap Equity ABISAXForeign Small/Mid Value27.23%31.370%Above AverageFront Load$2,500
Brandes International Small Cap Equity CBINCXForeign Small/Mid Value26.49%42.120%Above AverageLevel Load$2,500
Brandes International Small Cap Equity IBISMXForeign Small/Mid Value27.40%21.160%Above AverageInstitutional$100,000
Brandes International Small Cap EquityR6BISRXForeign Small/Mid Value27.54%11.010%AverageRetirement, Large$1.0 Mil
Brandes Separately Managed Acct Rsrv TrSMARXMiscellaneous Fixed Income7.04%10.000%LowNo Load$0
Brandes Small Cap Value ABSCAXSmall Value16.84%51.170%Below AverageFront Load$2,500
Brandes Small Cap Value IBSCMXSmall Value17.11%50.920%AverageInstitutional$100,000
Brandes Small Cap Value R6BSCRXSmall Value17.28%40.740%LowRetirement, Large$1.0 Mil
Brandes Core Plus Fixed Income ABCPAXIntermediate Core-Plus Bond5.11%730.510%LowFront Load$2,500
Brandes Core Plus Fixed Income IBCPIXIntermediate Core-Plus Bond5.37%570.310%LowInstitutional$100,000
Brandes Global Equity ABGEAXGlobal Large-Stock Value16.10%261.250%Above AverageFront Load$2,500
Brandes Global Equity IBGVIXGlobal Large-Stock Value16.34%221.000%HighInstitutional$100,000
Brandes International Equity ABIEAXForeign Large Value17.66%51.130%Below AverageFront Load$2,500
Brandes International Equity CBIECXForeign Large Value17.05%101.880%AverageLevel Load$2,500
Brandes Emerging Markets Value R6BEMRXDiversified Emerging Mkts13.40%630.970%AverageRetirement, Large$1.0 Mil
Brandes Global Equity CBGVCXGlobal Large-Stock Value15.46%342.000%Above AverageLevel Load$2,500
Brandes Emerging Markets Value ABEMAXDiversified Emerging Mkts13.24%641.330%AverageFront Load$2,500
Brandes Emerging Markets Value CBEMCXDiversified Emerging Mkts12.56%682.090%AverageLevel Load$2,500
Brandes Emerging Markets Value IBEMIXDiversified Emerging Mkts13.36%641.120%Above AverageInstitutional$100,000

Brandes Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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