BCGIX Mutual Fund

BCGIX Mutual Fund (BrandywineGLOBAL Corporate Credit Fund Class I) is managed by Franklin Templeton Investments (US) with $1.28B in net assets. BCGIX expense ratio is 0.61%, holding 190 positions across sectors including Financials, Consumer Discretionary, Energy. Inception date: 2005-01-31.

BCGIX performance shows a YTD return of 0.90%. The 1-year return is 3.62% and the 5-year return is 4.05%. BCGIX dividend yield stands at 5.69%, paid monthly.

BCGIX top holdings include Wa Prem Inst Us Trsry-Prm (8.9%), Prog Holdings, Inc. 2029-11-15 (1.7%), Credit Acceptance Corp Corp. Note 2028-12-15 (1.5%), Howden Uk Refinance Plc / Howden Uk Refinance 2 Plc / Howden Us Refinance Llc (1.5%), Saturn Oil & Gas Inc 9.63% 06/15/2029 (1.5%). Go to all BCGIX holdings, BCGIX sectors, or BCGIX dividends.

BCGIX can be compared against other funds. Use BCGIX overlap to find shared positions, or BCGIX vs another fund for a side-by-side view. BCGIX alternatives are available via the screener, along with tax-loss harvesting opportunities.