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Brandes Global Equity Fund (BGVIX)

31.41
-0.03
(-0.10%)
At close: 8:05:07 AM EDT
Loading Chart for BGVIX
  • Previous Close 31.44
  • YTD Return 8.83%
  • Expense Ratio 1.00%
  • Category World Large-Stock Value
  • Last Cap Gain -502.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 51.27M
  • Beta (5Y Monthly) 0.96
  • Yield 1.71%
  • 5y Average Return --
  • Holdings Turnover 20.21%
  • Last Dividend 0.58
  • Inception Date Oct 6, 2008

The fund invests primarily in equity securities of U.S. and foreign companies. The fund typically invests in companies with market capitalizations (market value of publicly traded equity securities) 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, and/or the source of its revenues.

Brandes

Fund Family

World Large-Stock Value

Fund Category

51.27M

Net Assets

2008-10-06

Inception Date

Performance Overview: BGVIX

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Trailing returns as of 3/28/2025. Category is World Large-Stock Value.

YTD Return

BGVIX
8.83%
Category
14.38%
 

1-Year Return

BGVIX
18.33%
Category
39.50%
 

3-Year Return

BGVIX
12.48%
Category
9.11%
 

5-Year Return

BGVIX
14.76%
Category
10.10%
 

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Holdings: BGVIX

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Sector Weightings

SectorBGVIX
Healthcare   19.88%
Technology   11.63%
Industrials   10.38%
Energy   6.09%
Utilities   1.02%
Real Estate   0.64%

Recent News: BGVIX

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Research Reports: BGVIX

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