Brandywineglobal Corporate Fund Fundamentals

BCAAX Fund  USD 10.58  0.01  0.09%   
Brandywineglobal Corporate fundamentals help investors to digest information that contributes to Brandywineglobal's financial success or failures. It also enables traders to predict the movement of Brandywineglobal Mutual Fund. The fundamental analysis module provides a way to measure Brandywineglobal's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Brandywineglobal mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Brandywineglobal Corporate Mutual Fund Three Year Return Analysis

Brandywineglobal's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.

Three Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Three Year Return | All Equity Analysis

Current Brandywineglobal Three Year Return

    
  2.88 %  
Most of Brandywineglobal's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Brandywineglobal Corporate is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Competition

Based on the latest financial disclosure, Brandywineglobal Corporate has a Three Year Return of 2.88%. This is 58.56% lower than that of the Franklin Templeton Investments family and significantly higher than that of the High Yield Bond category. The three year return for all United States funds is notably lower than that of the firm.

Brandywineglobal C Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Brandywineglobal's current stock value. Our valuation model uses many indicators to compare Brandywineglobal value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Brandywineglobal competition to find correlations between indicators driving Brandywineglobal's intrinsic value. More Info.
Brandywineglobal Corporate is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about  0.78  of Year To Date Return per Annual Yield. The ratio of Annual Yield to Year To Date Return for Brandywineglobal Corporate is roughly  1.28 . 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 Brandywineglobal's earnings, one of the primary drivers of an investment's value.

Brandywineglobal Three Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Brandywineglobal's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Brandywineglobal could also be used in its relative valuation, which is a method of valuing Brandywineglobal by comparing valuation metrics of similar companies.
Brandywineglobal is currently under evaluation in three year return among similar funds.

Fund Asset Allocation for Brandywineglobal

The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in bonds and cash equivalents.
Asset allocation divides Brandywineglobal's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.

Brandywineglobal Fundamentals

About Brandywineglobal Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Brandywineglobal Corporate's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Brandywineglobal using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Brandywineglobal Corporate based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The fund normally invests at least 80 percent of its net assets in a diversified portfolio of corporate debt securities including those rated investment grade, below investment grade, or are unrated. It will maintain a dollar-weighted effective duration of less than five years, although it may invest in individual fixed income securities with effective durations in excess of five years. The fund will not typically invest more than 10 percent of its assets in securities rated at or below Caa1 by Moodys, CCC by SPs and CCC by Fitch at time of purchase.

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Other Information on Investing in Brandywineglobal Mutual Fund

Brandywineglobal financial ratios help investors to determine whether Brandywineglobal Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Brandywineglobal with respect to the benefits of owning Brandywineglobal security.
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