Brandes U.S. Small Cap Equity Fund

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Who this Fund is designed for

Investors who are going to stay invested for at least 5 years and seek a Fund that:

• Offers a wide breadth of investment opportunities in smaller U.S. company stocks
• Is managed with a focus on long-term consistency and repeat

Portfolio characteristics

• Focuses on smaller U.S. companies
• On average, 35 - 85 holdings
• Holding period for stocks is typically 3 - 5 years
• Typical diversification at time of purchase: 5% maximum per security; industry weightings generally do not exceed the greater of (a) 20% of the fund or (b) 150% of the Russell 2000 Index weight
• No currency hedging

View or download the Quarterly Portfolio Review for this Fund

Important investor information

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