BrandywineGLOBAL - High Yield Fund (BGHSX) 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 BGHSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BGHSX
BGHSX charges 0.54% annually. There are 19 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 | BGHSX vs FHYSX | |
| Vanguard High-Yield Corporate Fund Admiral Shares | 0.12% | 25.80B | Nov 2001 | BGHSX vs VWEAX | |
| PIA High Yield (MACS) Fund | 0.20% | — | Dec 2017 | BGHSX vs PIAMX | |
| Vanguard High-Yield Corporate Fund Investor Shares | 0.22% | 25.80B | Dec 1978 | BGHSX vs VWEHX | |
| Six Circles Credit Opportunities Fund | 0.29% | — | Nov 2020 | BGHSX vs CRDOX |
Best Risk-Adjusted Alternatives to BGHSX
BGHSX has a PortfoliosLab risk / return rank of 42. There are 165 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 | BGHSX vs XILSX | |
| Cliffwater Corporate Lending Fund | 100 | — | Mar 2019 | BGHSX vs CCLFX | |
| RiverPark Short Term High Yield Fund | 100 | — | Sep 2010 | BGHSX vs RPHIX | |
| Chartwell Short Duration High Yield Fund | 97 | — | Jul 2014 | BGHSX vs CWFIX | |
| Penn Capital Short Duration High Income Fund | 97 | — | Jul 2017 | BGHSX vs PSHNX |
Top Performing BGHSX Alternatives (YTD)
BGHSX is at 0.45% YTD. There are 180 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 | BGHSX vs XILSX | |
| Fairholme Focused Income Fund | 8.44% | — | Dec 2009 | BGHSX vs FOCIX | |
| Fidelity Capital & Income Fund | 7.17% | — | Nov 1977 | BGHSX vs FAGIX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 6.58% | — | Oct 2018 | BGHSX vs FIQTX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 6.53% | — | Jul 1995 | BGHSX vs FAHCX |
Lowest Volatility Alternatives to BGHSX
BGHSX has 3.10% 1-year volatility. There are 79 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 | BGHSX vs RPHIX | |
| Cliffwater Corporate Lending Fund | 0.85% | — | Mar 2019 | BGHSX vs CCLFX | |
| Chartwell Short Duration High Yield Fund | 1.49% | — | Jul 2014 | BGHSX vs CWFIX | |
| Shenkman Capital Short Duration High Income Fund | 1.63% | — | Oct 2012 | BGHSX vs SCFIX | |
| Osterweis Strategic Income Fund | 1.69% | — | Aug 2002 | BGHSX vs OSTIX |
Lowest Drawdown Alternatives to BGHSX
BGHSX has a 1-year max drawdown of -2.67%. There are 129 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 | BGHSX vs RPHIX | |
| Cliffwater Corporate Lending Fund | -0.19% | — | Mar 2019 | BGHSX vs CCLFX | |
| Pioneer ILS Interval Fund | -0.21% | — | Dec 2014 | BGHSX vs XILSX | |
| MainStay MacKay Short Duration High Yield Fund | -1.06% | — | Dec 2012 | BGHSX vs MDHVX | |
| Shenkman Capital Short Duration High Income Fund | -1.11% | — | Oct 2012 | BGHSX 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 | BGHSX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 29 | -11.31% | — | May 1969 | BGHSX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 85 | 4.80% | — | — | BGHSX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 25 | 7.17% | — | Apr 1948 | BGHSX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 42 | 23.18% | — | Jun 2011 | BGHSX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 32 | 6.55% | — | Jan 1987 | BGHSX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 8 | 4.96% | — | Aug 1997 | BGHSX vs SBLGX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 90 | 5.36% | — | Aug 1997 | BGHSX vs FRIAX | |
| Templeton Institutional Fund International Equity ... | Foreign Large Cap Equities | 53 | 16.06% | — | Oct 1990 | BGHSX vs TFEQX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 8 | 3.20% | — | Oct 1983 | BGHSX vs SHRAX |
Often Compared With BGHSX
Investors most often compare BGHSX with CSOIX, BCAAX, MNHAX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare BGHSX with Any Fund or Stock
Compare BGHSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BGHSX with funds that move differently
BrandywineGLOBAL - High Yield Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BGHSX.
Explore BGHSX Diversifiers