Morningstar

BrandywineGLOBAL Corporate Credit I BCGIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis BCGIX

Will BCGIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BCGIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BCGIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BCGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Time-tested and dependable.

Analyst Max Curtin

Max Curtin

Analyst

Summary

BrandywineGlobal Corporate Credit’s manager duo has carved out a durable niche for themselves as value high-yield investors. Recognition of their ability to reliably execute this distinct approach across market conditions drives People and Process upgrades to High from Above Average.

by Max Curtin
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