About BIERX
Brandes International Equity Fund Class R6 is a mutual fund dedicated to long-term capital appreciation by investing predominantly in equity securities of non-U.S. companies. Employing a disciplined bottom-up value investing approach, the fund targets businesses that the investment team considers undervalued compared to their intrinsic worth and financial strength. The portfolio consists primarily of large-cap international stocks, with a broad diversification across sectors such as healthcare, technology, consumer defensive, industrials, and financial services. Notable holdings commonly include global leaders like Takeda Pharmaceutical, Alibaba Group, Sanofi, and SAP SE.
Managed by an experienced team with decades of industry expertise, the fund is designed to provide investors with exposure to developed and select emerging markets outside North America. The R6 share class specifically caters to institutional investors with lower costs, as reflected in its competitive expense ratio. With an extensive track record since 1997 (for the fund overall), Brandes International Equity Fund Class R6 emphasizes value discipline, broad sector allocation, and geographic flexibility, playing a significant role in providing international diversification to retirement plans and large-scale portfolios.
Fund Family Brandes
Category Foreign Large Value
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol BIERX
Share Class Class R6
Index MSCI EAFE NR USD
BIERX had a total return of 18.15% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.32%.
