Nasdaq - Delayed Quote USD

Brandes Small Cap Value A (BSCAX)

14.72 +0.18 (+1.24%)
At close: 8:00 PM EDT

Investment Information

Min Initial Investment
2,500
Min Initial Investment, IRA
10
Min Initial Investment, AIP
5
Min Subsequent Investment
500
Min Subsequent Investment, IRA
5
Min Subsequent Investment, AIP
5

Broker Availability

  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • JPMorgan
  • Vanguard
  • RBC Wealth Management-Advisory Eligible
  • Vanguard NTF
  • Commonwealth Universe
  • RBC Wealth Management-Network Eligible
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN LOAD-WAIVED NTF
  • JP MORGAN NTF
  • JP MORGAN LOAD
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • Securities America Inc.
  • Vanguard TF
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Pershing Retirement Plan Network
  • Mid Atlantic Clearing and Settlement

Fund Summary

Under normal market conditions, the fund invests at least 80% of its net assets measured at the time of purchase in equity securities of companies with small market capitalizations. The fund may invest up to 10% of its total assets, measured at the time of purchase, in securities of companies located outside of the United States.

Fund Overview

Category Small Value
Fund Family Brandes
Net Assets 33M
YTD Return 12.59%
Yield 0.81%
Morningstar Rating
Inception Date Jan 02, 2018

Performance & Risk

YTD Return 6.03%
5y Average Return 13.70%
Rank in Category (ytd) 1
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.76
Morningstar Risk Rating

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