BrandywineGLOBAL - High Yield Fund Class I (BGHIX) belongs to the High Yield Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BGHIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BGHIX
BGHIX charges 0.65% annually. There are 41 mutual funds in the High Yield Bonds category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes High-Yield Strategy Portfolio | 0.02% | — | Dec 2008 | BGHIX vs FHYSX | |
| Vanguard High-Yield Corporate Fund Admiral Shares | 0.12% | 25.80B | Nov 2001 | BGHIX vs VWEAX | |
| PIA High Yield (MACS) Fund | 0.20% | — | Dec 2017 | BGHIX vs PIAMX | |
| Vanguard High-Yield Corporate Fund Investor Shares | 0.22% | 25.80B | Dec 1978 | BGHIX vs VWEHX | |
| Six Circles Credit Opportunities Fund | 0.29% | — | Nov 2020 | BGHIX vs CRDOX |
Best Risk-Adjusted Alternatives to BGHIX
BGHIX has a PortfoliosLab risk / return rank of 50. There are 154 mutual funds in the High Yield Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer ILS Interval Fund | 100 | — | Dec 2014 | BGHIX vs XILSX | |
| Cliffwater Corporate Lending Fund | 100 | — | Mar 2019 | BGHIX vs CCLFX | |
| RiverPark Short Term High Yield Fund | 100 | — | Sep 2010 | BGHIX vs RPHIX | |
| Chartwell Short Duration High Yield Fund | 97 | — | Jul 2014 | BGHIX vs CWFIX | |
| Penn Capital Short Duration High Income Fund | 97 | — | Jul 2017 | BGHIX vs PSHNX |
Top Performing BGHIX Alternatives (YTD)
BGHIX is at 0.77% YTD. There are 174 mutual funds in the High Yield Bonds category with higher YTD returns, going as high as 9.42%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer ILS Interval Fund | 9.42% | — | Dec 2014 | BGHIX vs XILSX | |
| Fairholme Focused Income Fund | 8.44% | — | Dec 2009 | BGHIX vs FOCIX | |
| Fidelity Capital & Income Fund | 7.17% | — | Nov 1977 | BGHIX vs FAGIX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 6.58% | — | Oct 2018 | BGHIX vs FIQTX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 6.53% | — | Jul 1995 | BGHIX vs FAHCX |
Lowest Volatility Alternatives to BGHIX
BGHIX has 3.02% 1-year volatility. There are 68 mutual funds in the High Yield Bonds category with lower 1-year volatility, going as low as 0.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Short Term High Yield Fund | 0.84% | — | Sep 2010 | BGHIX vs RPHIX | |
| Cliffwater Corporate Lending Fund | 0.85% | — | Mar 2019 | BGHIX vs CCLFX | |
| Chartwell Short Duration High Yield Fund | 1.49% | — | Jul 2014 | BGHIX vs CWFIX | |
| Shenkman Capital Short Duration High Income Fund | 1.63% | — | Oct 2012 | BGHIX vs SCFIX | |
| Osterweis Strategic Income Fund | 1.69% | — | Aug 2002 | BGHIX vs OSTIX |
Lowest Drawdown Alternatives to BGHIX
BGHIX has a 1-year max drawdown of -2.31%. There are 71 mutual funds in the High Yield Bonds category with shallower 1-year drawdowns, going as shallow as -0.10%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Short Term High Yield Fund | -0.10% | — | Sep 2010 | BGHIX vs RPHIX | |
| Cliffwater Corporate Lending Fund | -0.19% | — | Mar 2019 | BGHIX vs CCLFX | |
| Pioneer ILS Interval Fund | -0.21% | — | Dec 2014 | BGHIX vs XILSX | |
| MainStay MacKay Short Duration High Yield Fund | -1.06% | — | Dec 2012 | BGHIX vs MDHVX | |
| Shenkman Capital Short Duration High Income Fund | -1.11% | — | Oct 2012 | BGHIX vs SCFIX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities, Technology Equities | 14 | 8.94% | — | Jan 1968 | BGHIX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 29 | -11.31% | — | May 1969 | BGHIX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 85 | 4.80% | — | — | BGHIX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 25 | 7.17% | — | Apr 1948 | BGHIX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 42 | 23.18% | — | Jun 2011 | BGHIX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 32 | 6.55% | — | Jan 1987 | BGHIX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 8 | 4.96% | — | Aug 1997 | BGHIX vs SBLGX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 90 | 5.36% | — | Aug 1997 | BGHIX vs FRIAX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 8 | 3.20% | — | Oct 1983 | BGHIX vs SHRAX | |
| Templeton Institutional Fund International Equity ... | Foreign Large Cap Equities | 53 | 16.06% | — | Oct 1990 | BGHIX vs TFEQX |
Often Compared With BGHIX
Investors most often compare BGHIX with ICMUX, HYDB, DODIX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare BGHIX with Any Fund or Stock
Compare BGHIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BGHIX with funds that move differently
BrandywineGLOBAL - High Yield Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BGHIX.
Explore BGHIX Diversifiers