BGVIX – Brandes Global Equity I Investment Strategy | Morningstar

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Strategy

The investment seeks long term capital appreciation. 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BGVIX	Brandes Global Equity Fund Class I	Institutional	Open			Oct 6, 2008	$76.56M	0.900%	Average	$100,000	$7.06M
BGEAX	Brandes Global Equity Fund Class A	Front Load	Open			Jan 31, 2011	$3.40M	1.200%	Average	$2,500	$253,600.50
BGVCX	Brandes Global Equity Fund Class C	Level Load	Open			Jan 31, 2013	$1.50M	1.950%	Above Average	$2,500	$648,365.31

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