BrandywineGLOBAL - Corporate Credit Fund (BGISX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
10.28
-0.01 (-0.10%)
At close: Jul 8, 2026
Fund Assets2.37B
Expense Ratio0.49%
Min. Investment$1,000
Turnovern/a
Dividend (ttm)0.66
Dividend Yield6.38%
Dividend Growth-10.72%
Payout FrequencyMonthly
Ex-Dividend DateJun 30, 2026
Previous Close10.29
YTD Return0.73%
1-Year Return3.77%
5-Year Returnn/a
52-Week Low10.17
52-Week High10.61
Beta (5Y)0.33
Holdings190
Inception DateDec 30, 2011

About BGISX

The BrandywineGLOBAL - Corporate Credit Fund (BGISX) seeks to provide high current income, preservation and total return over a five-year time period. BGISX typically invests the majority of its assets in below investment grade corporate bonds.

Category High Yield Bond
Stock Exchange NASDAQ
Ticker Symbol BGISX
Share Class Class Is
Index ICE BofA US Corporate & High Yield TR USD

Performance

BGISX had a total return of 3.77% in the past year, including dividends. Since the fund's inception, the average annual return has been 3.52%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
BCGIXClass I0.61%
BCAAXClass A0.84%
BGGCXClass C1.58%

Top 10 Holdings

21.89% of assets
NameSymbolWeight
Legg Mason Partners Inst Trust - Western Asset Premier Institutional U.S. Treasury Reserves FundWAEXX8.92%
PROG Holdings Inc. - PRG 6 11/15/29 144APRG.6 11.15.29 144A1.66%
CREDIT ACCEPTANCE CORP - CACC 9.25 12/15/28CACC.9.25 12.15.281.51%
HOWDEN UK REFINANCE PLC - HWDGRP 7.25 02/15/31 144AHWDGRP.7.25 02.15.31 144A1.48%
Saturn Oil & Gas Inc - SOILCN 9.625 06/15/29 144ASOILCN.9.625 06.15.29 144A1.46%
Travel Plus Leisure Co - TNL 6.625 07/31/26 144ATNL.6.625 07.31.26 144A1.46%
Jefferson Capital Holdings LLC - JEFCAP 9.5 02/15/29 144AJEFCAP.9.5 02.15.29 144A1.36%
FIRSTCASH HOLDINGS INC - FCFS 5.625 01/01/30 144AFCFS.5.625 01.01.30 144A1.35%
United Wholesale Mortgage LLC - UWMLLC 5.5 04/15/29 144AUWMLLC.5.5 04.15.29 144A1.35%
CRC INSURANCE GROUP LLC - TIHLLC 7.125 06/01/31 144ATIHLLC.7.125 06.01.31 144A1.34%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Jun 30, 2026$0.05206Jun 30, 2026
May 29, 2026$0.05292May 29, 2026
Apr 30, 2026$0.0534Apr 30, 2026
Mar 31, 2026$0.0523Mar 31, 2026
Feb 27, 2026$0.04779Feb 27, 2026
Jan 30, 2026$0.05422Jan 30, 2026
Full Dividend History