Brandes Mutual Funds List
Here you can find all mutual funds issued by Brandes and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 8
- Avg. Expense Ratio
- 1.08%
- Avg. 1 Year Return
- 25.59%
- Avg. 5 Year Return
- 13.03%
- Median Risk/Return Score
- 30 / 100
Brandes Mutual Funds List
8 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | Dec 28, 2007 | 0.30% | 0.16% | 1.78% | 4.22% | 19 | ||||||||
| Brandes Emerging Markets Fund | Emerging Markets Diversified | Jan 30, 2011 | 1.12% | 24.82% | 10.16% | 1.72% | 94 | ||||||||
| Brandes Global Equity Fund | Global Equities | Oct 5, 2008 | 1.00% | 4.32% | 11.43% | 11.89% | 52 | ||||||||
| Brandes International Equity Fund | Foreign Large Cap Equities | Jan 1, 1997 | 0.85% | 7.27% | 10.31% | 5.75% | 41 | ||||||||
| Brandes International Small Cap Equity Fund Class ... | Foreign Small & Mid Cap Equities | Jan 31, 2013 | 1.99% | 0.89% | 9.91% | 2.98% | 18 | ||||||||
| Brandes International Small Cap Equity Fund | Foreign Small & Mid Cap Equities | Jan 30, 2012 | 1.36% | 1.11% | 10.66% | 3.19% | 19 | ||||||||
| Brandes International Small Cap Equity Fund Class ... | Foreign Small & Mid Cap Equities | Feb 1, 2012 | 1.11% | 1.18% | 10.88% | 3.30% | 20 | ||||||||
| Brandes Small Cap Value Fund | Small Cap Value Equities | Jan 2, 2018 | 0.91% | 15.52% | — | 3.93% | 75 |
Explore top Brandes Mutual Fund Categories and Asset Classes
Brandes Equity Mutual fundsBrandes Bond Mutual fundsBrandes Multi-Asset Mutual fundsBrandes Foreign Small & Mid Cap Equities Mutual fundsBrandes Emerging Markets Diversified Mutual fundsBrandes Foreign Large Cap Equities Mutual fundsBrandes Global Equities Mutual fundsBrandes Intermediate Core-Plus Bond Mutual funds
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Brandes Mutual funds by Risk/Return Score
The top Brandes Mutual funds by PortfoliosLab Risk/Return Score are BEMIX (94) and BSCMX (75).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Brandes Emerging Markets Fund | 94 | — | Jan 2011 | |
| Brandes Small Cap Value Fund | 75 | — | Jan 2018 | |
| Brandes Global Equity Fund | 52 | — | Oct 2008 | |
| Brandes International Equity Fund | 41 | — | Jan 1997 | |
| Brandes International Small Cap Equity Fund Class ... | 20 | — | Feb 2012 |
Best-Performing Brandes Mutual funds Over 5 Years
The top Brandes Mutual funds is BISMX (17.18%).
Across the lineup, Brandes Mutual funds show an average 1-year return of 25.59% and an average 5-year return of 13.03%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Brandes International Small Cap Equity Fund Class ... | 17.18% | — | Feb 2012 | |
| Brandes International Small Cap Equity Fund | 16.94% | — | Jan 2012 | |
| Brandes International Small Cap Equity Fund Class ... | 16.12% | — | Jan 2013 | |
| Brandes Small Cap Value Fund | 15.49% | — | Jan 2018 | |
| Brandes Emerging Markets Fund | 12.70% | — | Jan 2011 |
Lowest-Cost Brandes Mutual funds
The top Brandes Mutual funds is BCPIX (0.30%).
With an average expense ratio of 1.08%, Brandes Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Brandes Core Plus Fixed Income Fund | 0.30% | — | Dec 2007 | |
| Brandes International Equity Fund | 0.85% | — | Jan 1997 | |
| Brandes Small Cap Value Fund | 0.91% | — | Jan 2018 | |
| Brandes Global Equity Fund | 1.00% | — | Oct 2008 | |
| Brandes International Small Cap Equity Fund Class ... | 1.11% | — | Feb 2012 |
Highest-Yield Brandes Mutual funds
The top Brandes Mutual funds is BGVIX (11.89%).
Across the lineup, Brandes Mutual funds show an average dividend yield of 4.62%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Brandes Global Equity Fund | 11.89% | — | Oct 2008 | |
| Brandes International Equity Fund | 5.75% | — | Jan 1997 | |
| Brandes Core Plus Fixed Income Fund | 4.22% | — | Dec 2007 | |
| Brandes Small Cap Value Fund | 3.93% | — | Jan 2018 | |
| Brandes International Small Cap Equity Fund Class ... | 3.30% | — | Feb 2012 |
Top Mutual funds Issuers
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
BISAX vs. ONERXBISAX vs. FSTSXBISAX vs. DISVXBISAX vs. OLGAXBISAX vs. VOOBSCMX vs. DEVLXBSCMX vs. PNSAXBSCMX vs. WFGGXBSCMX vs. SMLVBSCMX vs. FGRIXBIIEX vs. BINVBIIEX vs. GSINXBIIEX vs. EFABIIEX vs. ARTKXBIIEX vs. FNDXBEMIX vs. VWOBEMIX vs. PZVEXBEMIX vs. FGRTXBEMIX vs. EMPTXBEMIX vs. DESIXBISMX vs. AQGIXBISMX vs. AVALXBISMX vs. TIBIXBISMX vs. QLEIXBISMX vs. DRGTXBCPIX vs. EINFXBCPIX vs. AAIIXBCPIX vs. JCPUXBCPIX vs. ARINXBCPIX vs. GUGAXBINCX vs. ARTJXBINCX vs. MWNIXBINCX vs. KGGAXBINCX vs. MECIXBINCX vs. AVANXBGVIX vs. SPYBGVIX vs. GLIFXBGVIX vs. CAEIXBGVIX vs. GQFPXBGVIX vs. VGPMX