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

The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.

Share Class Type

1 to 11 of 11 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 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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