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 Mutual 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.

1 to 7 of 7 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Brandes International Small Cap Equity Fund Class ABISAXForeign Small/Mid Value
5.69%791.280%AverageFront Load$2,500
Brandes International Small Cap Equity Fund Class IBISMXForeign Small/Mid Value
5.83%781.070%AverageInstitutional$100,000
Brandes International Small Cap Equity Fund Class CBINCXForeign Small/Mid Value
5.25%861.870%LowLevel Load$2,500
Brandes Small Cap Value Fund Class IBSCMXSmall Value
14.41%530.910%AverageInstitutional$100,000
Brandes Small Cap Value Fund Class R6BSCRXSmall Value
14.61%520.730%Below AverageRetirement, Large$1M
Brandes International Small Cap Equity Fund Class R6BISRXForeign Small/Mid Value
5.90%781.000%AverageRetirement, Large$1M
Brandes Small Cap Value Fund Class ABSCAXSmall Value
14.06%541.160%Below AverageFront Load$2,500

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

  • Category

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

  • 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.

  • 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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