US Mutual Funds - News and Announcements

News and Announcements

 
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Brandes Director of Mutual Funds Marsha Otto participated in a video interview with RIA Channel at the Morningstar conference to discuss where Brandes is finding buying opportunities and the benefits of active management.   Read More
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Emerging markets investors, including Brandes’ Louis Lau, CFA, Director of Investments, discuss which countries have the potential to be market leaders worthy of a new acronym similar to BRIC (Brazil, Russia, India, China) or MINT (Mexico, Indonesia, Nigeria, Turkey).   Read More
“We look forward to including NextShares in our product line as we strive to bring innovative and efficient product solutions to our clients,” said Oliver Murray, Managing Director of Portfolio Management and Client Services at Brandes.   Read More
Brandes’ Christopher Garrett believes emerging markets remain an ideal breeding ground for mispricing, presenting opportunities for value investors.   Read More
While many Latin American markets enjoyed solid gains in the last several months, the region remains very attractive, says Brandes’ Gerardo Zamorano.   Read More
Investors with the discipline and willingness to conduct diligent research can find attractive opportunities at the company level in Brazil...   Read More
For many years, iron ore producers generally benefited from China’s industrial-led growth. However...   Read More


Fund holdings and sector allocations are subject to change at any time and should not be considered recommendations to buy or sell any security.

Morningstar rating information available here.

Book Value: Assets minus liabilities. Also known as shareholders’ equity.

The rating is based on performance over two full market cycles (April 2000 – May 2015). An A+ grade went to the top 5% of funds and an A to the next 20%. Bs, Cs, Ds and Fs went to 25%, 25%, 20% and 5%, respectively. To land a double-A grade, a fund had to come out in the top quartile in both bull and bear markets.

Because the values of the Fund's investments will fluctuate with market conditions, so will the value of your investment in the Fund. You could lose money on your investment in the Fund, or the Fund could underperform other investments. The values of the Fund’s investments fluctuate in response to the activities of individual companies and general stock market and economic conditions. In addition, the performance of foreign securities depends on the political and economic environments and other overall economic conditions in the countries where the Fund invests. Emerging country markets involve greater risk and volatility than more developed markets. Some emerging markets countries may have fixed or managed currencies that are not free-floating against the U.S. dollar. Certain of these currencies have experienced, and may experience in the future, substantial fluctuations or a steady devaluation relative to the U.S. dollar. Investments in small and medium capitalization companies tend to have limited liquidity and greater price volatility than large capitalization companies. Growth stocks typically are more volatile than value stocks; however, value stocks have a lower expected growth rate in earnings and sales.

Because the values of the Fund's investments will fluctuate with market conditions, so will the value of your investment in the Fund. You could lose money on your investment in the Fund, or the Fund could underperform other investments. As with most fixed income funds, the income on and value of your shares in the Fund will fluctuate along with interest rates. When interest rates rise, the market prices of the debt securities the Fund owns usually decline. When interest rates fall, the prices of these securities usually increase. Generally, the longer the Fund's average portfolio maturity and the lower the average quality of its portfolio, the greater the price fluctuation. The price of any security owned by the Fund may also fall in response to events affecting the issuer of the security, such as its ability to continue to make principal and interest payments or its credit rating. Below investment grade debt securities are speculative and involve a greater risk of default and price change due to changes in the issuer's creditworthiness. The market prices of these debt securities may fluctuate more than the market prices of investment grade debt securities and may decline significantly in periods of general economic difficulty. The Fund may hold illiquid securities which may reduce the return of the Fund because it may be unable to sell such illiquid securities at an advantageous time or price. Illiquid securities may also be difficult to value. The Fund is actively managed, and may frequently buy and sell securities. Frequent trading increases a Fund’s portfolio turnover rate and may increase transaction costs, such as brokerage commissions and taxes, which in turn could detract from the Fund’s performance. 

Investing in foreign securities poses additional risks. The performance of foreign securities can be adversely affected by the different political, regulatory and economic environments and other overall economic conditions in the countries where the Fund invests. Emerging country markets involve greater risk and volatility than more developed markets. Some emerging markets countries may have fixed or managed currencies that are not free-floating against the U.S. dollar. Certain of these currencies may experience substantial fluctuations or steady devaluation relative to the U.S. dollar. Mortgage-related securities are subject to certain additional risks. Rising interest rates tend to extend the duration of mortgage-related securities, making them more sensitive to changes in interest rates. As a result, when holding mortgage-related securities in a period of rising interest rates, a Fund may exhibit additional volatility. In addition, mortgage-related securities are subject to prepayment risk. When interest rates decline, borrowers may pay off their mortgages sooner than expected. This can reduce the returns of a Fund because it will have to reinvest that money at the lower prevailing interest rates.


A Lipper Fund Award is awarded to one fund in each Lipper classifi cation for achieving the strongest trend of consistent risk-adjusted performance against its classifi cation peers over a three, fi ve or ten-year period.

Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Users acknowledge that they have not relied upon any warranty, condition, guarantee or representation made by Lipper. Any use of the data for analyzing, managing or trading fi nancial instruments is at the user’s own risk. This is not an offer to buy or sell securities. Lipper Analytical Services Inc. is an independent mutual fund research and rating service.

The Lipper Fund Awards are part of the Thomson Reuters Awards for Excellence, a global family of awards that celebrate exceptional performance throughout the professional investment community. The Thomson Reuters Awards for Excellence recognize the world’s top funds, fund management fi rms, sell-side fi rms, research analysts and investor relations teams. The Thomson Reuters Awards for Excellence also include the Extel Survey Awards, the StarMine Analyst Awards and the StarMine Broker Rankings. For more information, please contact market.awards@thompsonreuters.com or visit 
excellence.thompsonreuters.com