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
- 23.17%
- Avg. 5 Year Return
- 14.60%
- Median Risk/Return Score
- 52 / 100
Brandes Mutual Funds List
7 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 Emerging Markets Fund | Emerging Markets Equities | Jan 30, 2011 | 1.12% | 21.14% | 8.91% | 1.90% | 89 | ||||||||
| Brandes Global Equity Fund | Global Equities | Oct 5, 2008 | 1.00% | 7.31% | 11.72% | 11.56% | 73 | ||||||||
| Brandes International Equity Fund | Foreign Large Cap Equities | Jan 1, 1997 | 0.85% | 14.52% | 11.01% | 5.67% | 81 | ||||||||
| Brandes International Small Cap Equity Fund Class ... | Foreign Small & Mid Cap Equities | Jan 31, 2013 | 1.99% | 7.56% | 10.87% | 3.19% | 27 | ||||||||
| Brandes International Small Cap Equity Fund | Foreign Small & Mid Cap Equities | Jan 30, 2012 | 1.36% | 7.90% | 11.60% | 3.41% | 31 | ||||||||
| Brandes International Small Cap Equity Fund Class ... | Foreign Small & Mid Cap Equities | Feb 1, 2012 | 1.11% | 8.01% | 11.83% | 3.52% | 31 | ||||||||
| Brandes Small Cap Value Fund | Small Cap Value Equities | Jan 2, 2018 | 0.91% | 23.52% | — | 3.76% | 92 |
Explore top Brandes Mutual Fund Categories and Asset Classes
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 BSCMX (92) and BEMIX (89).
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 Small Cap Value Fund | 92 | — | Jan 2018 | |
| Brandes Emerging Markets Fund | 89 | — | Jan 2011 | |
| Brandes International Equity Fund | 81 | — | Jan 1997 | |
| Brandes Global Equity Fund | 73 | — | Oct 2008 | |
| Brandes International Small Cap Equity Fund | 31 | — | Jan 2012 |
Best-Performing Brandes Mutual funds Over 5 Years
The top Brandes Mutual funds is BISMX (19.29%).
Across the lineup, Brandes Mutual funds show an average 1-year return of 23.17% and an average 5-year return of 14.60%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Brandes International Small Cap Equity Fund Class ... | 19.29% | — | Feb 2012 | |
| Brandes International Small Cap Equity Fund | 19.03% | — | Jan 2012 | |
| Brandes International Small Cap Equity Fund Class ... | 18.21% | — | Jan 2013 | |
| Brandes Small Cap Value Fund | 17.32% | — | Jan 2018 | |
| Brandes International Equity Fund | 15.19% | — | Jan 1997 |
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 (11.56%).
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 | 11.56% | — | Oct 2008 | |
| Brandes International Equity Fund | 5.67% | — | Jan 1997 | |
| Brandes Core Plus Fixed Income Fund | 3.94% | — | Dec 2007 | |
| Brandes Small Cap Value Fund | 3.76% | — | Jan 2018 | |
| Brandes International Small Cap Equity Fund Class ... | 3.52% | — | Feb 2012 |
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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. PNSAXBSCMX vs. DEVLXBSCMX vs. WFGGXBSCMX vs. QSMLXBSCMX vs. SMLVBIIEX vs. BINVBIIEX vs. GSINXBIIEX vs. EFABIIEX vs. ARTKXBIIEX vs. PRITXBEMIX vs. FSSGXBEMIX vs. VWOBEMIX vs. EMPTXBEMIX vs. DESIXBEMIX vs. PZVEXBISMX vs. AQGIXBISMX vs. AVALXBISMX vs. TIBIXBISMX vs. DRGTXBISMX vs. SSHQXBINCX vs. ARTJXBINCX vs. KGGAXBINCX vs. MECIXBINCX vs. MWNIXBINCX vs. BCPIXBGVIX vs. GLIFXBGVIX vs. SPYBGVIX vs. BCPIXBGVIX vs. CAEIXBGVIX vs. GQFPX