Brandes Core Financials
| BCPIX Fund | USD 8.25 0.01 0.12% |
Brandes |
Please note that past performance is not an indicator of the future performance of Brandes Core, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Brandes Core Fund Summary
Brandes Core competes with Metropolitan West, Metropolitan West, Pimco Total, Total Return, and Strategic Advisers. The fund invests at least 80 percent of its net assets measured at the time of purchase in fixed income securities. These include, but are not limited to, debt securities issued by U.S. and foreign companies, debt obligations issued or guaranteed by the U.S. government and foreign governments and their agencies and instrumentalities, and U.S. and foreign mortgage-backed securities, collateralized mortgage obligations and asset-backed debt securities.Specialization | Intermediate Core-Plus Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US1052628690 |
| Business Address | Brandes Investment Partners, |
| Mutual Fund Family | Brandes |
| Mutual Fund Category | Intermediate Core-Plus Bond |
| Benchmark | NYSE Composite |
| Phone | 800 331 2979 |
| Currency | USD - US Dollar |
You should never invest in Brandes E Plus without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Brandes Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Brandes Core's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Brandes Core Key Financial Ratios
Generally speaking, Brandes Core's financial ratios allow both analysts and investors to convert raw data from Brandes Core's financial statements into concise, actionable information that can be used to evaluate the performance of Brandes Core over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Brandes E Plus reports annually and quarterly.Brandes Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Brandes Core's current stock value. Our valuation model uses many indicators to compare Brandes Core value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Brandes Core competition to find correlations between indicators driving Brandes Core's intrinsic value. More Info.Brandes E Plus is rated below average in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about 39.86 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Brandes Core by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Brandes Core's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Brandes Core's earnings, one of the primary drivers of an investment's value.Brandes E Plus Systematic Risk
Brandes Core's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Brandes Core volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Brandes E Plus correlated with the market. If Beta is less than 0 Brandes Core generally moves in the opposite direction as compared to the market. If Brandes Core Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Brandes E Plus is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Brandes Core is generally in the same direction as the market. If Beta > 1 Brandes Core moves generally in the same direction as, but more than the movement of the benchmark.
Brandes Core May 13, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Brandes Core help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Brandes E Plus. We use our internally-developed statistical techniques to arrive at the intrinsic value of Brandes E Plus based on widely used predictive technical indicators. In general, we focus on analyzing Brandes Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Brandes Core's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.3951 | |||
| Information Ratio | (0.26) | |||
| Maximum Drawdown | 1.45 | |||
| Value At Risk | (0.60) | |||
| Potential Upside | 0.3681 |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Brandes E Plus. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.