BrandywineGLOBAL Mutual Fund Quote

BCAAX
 Fund
  

USD 10.06  0.08  0.80%   

Market Performance
3 of 100
Odds Of Distress
Less than 1
BrandywineGLOBAL is trading at 10.06 as of the 3rd of December 2022; that is 0.80 percent up since the beginning of the trading day. The fund's open price was 9.98. BrandywineGLOBAL has a very small chance of experiencing financial distress in the next few years but had a somewhat insignificant performance during the last 90 days. Equity ratings for BrandywineGLOBAL - Corporate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of November 2022 and ending today, the 3rd of December 2022. Click here to learn more.
The investment seeks high current income consistent with the preservation of capital over a five-year time horizon. Brandywineglobal is traded on NASDAQ Exchange in the United States. More on BrandywineGLOBAL - Corporate

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BrandywineGLOBAL Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. BrandywineGLOBAL's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding BrandywineGLOBAL or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
BrandywineGLOBAL - is unlikely to experience financial distress in the next 2 years
On 31st of October 2022 BrandywineGLOBAL paid $ 0.0464 per share dividend to its current shareholders
The fund generated five year return of -4.0%
BrandywineGLOBAL - holds about 11.11% of its assets under management (AUM) in cash
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of BrandywineGLOBAL's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Startdate30th of April 2006
BrandywineGLOBAL - Corporate [BCAAX] is traded in USA and was established 3rd of December 2022. The fund is listed under High Yield Bond category and is part of Franklin Templeton Investments family. BrandywineGLOBAL - currently has accumulated 1.35 B in assets under management (AUM) with no minimum investment requirements, while the total return for the last 3 years was 13.47%.
Check BrandywineGLOBAL Probability Of Bankruptcy

Instrument Allocation

BrandywineGLOBAL Target Price Odds Analysis

Based on a normal probability distribution, the odds of BrandywineGLOBAL jumping above the current price in 90 days from now is under 4%. The BrandywineGLOBAL - Corporate probability density function shows the probability of BrandywineGLOBAL mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon BrandywineGLOBAL has a beta of 0.1741 suggesting as returns on the market go up, BrandywineGLOBAL average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding BrandywineGLOBAL - Corporate will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. BrandywineGLOBAL - is significantly underperforming NYSE Composite.
  Odds Below 10.06HorizonTargetOdds Above 10.06
96.14%90 days
 10.06 
3.71%
Based on a normal probability distribution, the odds of BrandywineGLOBAL to move above the current price in 90 days from now is under 4 (This BrandywineGLOBAL - Corporate probability density function shows the probability of BrandywineGLOBAL Mutual Fund to fall within a particular range of prices over 90 days) .

BrandywineGLOBAL - Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. BrandywineGLOBAL market risk premium is the additional return an investor will receive from holding BrandywineGLOBAL long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in BrandywineGLOBAL. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although BrandywineGLOBAL's alpha and beta are two of the key measurements used to evaluate BrandywineGLOBAL's performance over the market, the standard measures of volatility play an important role as well.

BrandywineGLOBAL Against Markets

Picking the right benchmark for BrandywineGLOBAL mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in BrandywineGLOBAL mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for BrandywineGLOBAL is critical whether you are bullish or bearish towards BrandywineGLOBAL - Corporate at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in BrandywineGLOBAL without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Invested in BrandywineGLOBAL - Corporate?

The danger of trading BrandywineGLOBAL - Corporate is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of BrandywineGLOBAL is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than BrandywineGLOBAL. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile BrandywineGLOBAL - is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Continue to Trending Equities. Note that the BrandywineGLOBAL - information on this page should be used as a complementary analysis to other BrandywineGLOBAL's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.

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When running BrandywineGLOBAL - price analysis, check to measure BrandywineGLOBAL's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy BrandywineGLOBAL is operating at the current time. Most of BrandywineGLOBAL's value examination focuses on studying past and present price action to predict the probability of BrandywineGLOBAL's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move BrandywineGLOBAL's price. Additionally, you may evaluate how the addition of BrandywineGLOBAL to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between BrandywineGLOBAL's value and its price as these two are different measures arrived at by different means. Investors typically determine BrandywineGLOBAL value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, BrandywineGLOBAL's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.