GOBAX Mutual Fund

GOBAX Mutual Fund (BrandywineGLOBAL - Global Opportunities Bond Fund Class A) is managed by Franklin Templeton Investments (US) with $124.3M in net assets. GOBAX expense ratio is 0.96%, holding 80 positions across sectors including Financials. Inception date: 2010-03-10.

GOBAX performance shows a YTD return of 2.35%. The 1-year return is 5.14% and the 5-year return is -1.90%. GOBAX dividend yield stands at 4.78%, paid quarterly.

GOBAX top holdings include Treasury Floating Rate Note 3.96% Oct 31, 2027 3.96 2027-10-31 (11.9%), Treasury Floating Rate Note 4.44% Jul 31, 2027 (10.9%), Bnp Paribas (Repo) (6.1%), Australia (Commonwealth Of) Regs 4.25% Oct 21, 2036 (6.0%), United Kingdom Gilt /Gbp/ Regd Reg S 4.37500000 (5.5%). Go to all GOBAX holdings, GOBAX sectors, or GOBAX dividends.

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