We are honored to be recognized for excellence in various categories. Our accolades reflect our commitment to rigorous analysis, independent thinking, and exceptional client service. We take pride in this acknowledgement as it affirms our mission to deliver value.
Winner, Brandes International Small Cap Equity Fund R6 share, Best International Small/Mid-Cap Value Fund over the three-year period ended November 30, 2023.
Winner, Brandes International Small Cap Equity Fund R6 share, International Small/Mid-Cap Value Fund over the five-year period ended November 30, 2023.
ABOUT THE LSEG LIPPER AWARDS
Overall, 117 funds won an award for the three-year period and 116 funds were recognized with a Lipper Fund Award over the five-year period ended November 30, 2023.
The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award.
For more information, see lipperfundawards.com. Although LSEG makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by LSEG Lipper.
Best International Stock Funds – Brandes Global Equity Fund I share, Brandes International Small Cap Equity Fund A share, and Brandes International Equity Fund I share were recognized in the 3-year category.
IBD recognized mutual funds with at least a 10-year track record for outperforming the MSCI EAFE Index over the past one-, three-, five- and 10-year periods ending Dec. 31,2023. Of 636 international stock funds at least 10 years old, 78 of them won IBD Best Mutual Funds 2024 awards.
Best U.S. Taxable Bond Fund – Brandes Core Plus Fixed Income Fund I share recognized in the 5-year category.
IBD recognized U.S. Taxable bond funds with at least a 10-year track record for outperforming the Bloomberg U.S. Aggregate Bond Index over the past one-, three-, five- and 10-year periods ending Dec. 31, 2023. Of 812 U.S. taxable bond funds at least 10 years old, 408 of them won IBD Best Mutual Funds 2024 awards.
Full winners list available at https://www.investors.com/etfs-and-funds/mutual-funds/best-mutual-funds-2024-benchmark-beating-funds-in-every-category/