BSCRX – Brandes Small Cap Value R6 Investment Strategy | Morningstar

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Strategy

The investment seeks long term capital appreciation. The fund will invest at least 80% of its net assets in securities of value companies with small market capitalizations. The adviser considers a company to be a small capitalization company if it has a market capitalization of $10 billion or less. It may invest up to 10% of its total assets, measured at the time of purchase, in corporate fixed-income securities.

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
BSCMX	Brandes Small Cap Value Fund Class I	Institutional	Open			Jan 2, 2018	$600.82M	0.910%	Average	$100,000	$371.89M
BSCAX	Brandes Small Cap Value Fund Class A	Front Load	Open			Jan 2, 2018	$71.52M	1.160%	Below Average	$2,500	$29.76M
BSCRX	Brandes Small Cap Value Fund Class R6	Retirement, Large	Open			Jan 2, 2018	$35.07M	0.730%	Below Average	$1M	$25.71M

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