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USFI
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BrandywineGLOBAL - U.S. Fixed Income ETF (USFI)

Upturn stock ratingUpturn stock rating
$24.5
Last Close (24-hour delay)
Profit since last BUY1.53%
upturn advisory
Consider higher Upturn Star rating
BUY since 41 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
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Upturn Advisory Summary

08/14/2025: USFI (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type ETF
Historic Profit 4.43%
Avg. Invested days 45
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

Key Highlights

Volume (30-day avg) -
Beta -
52 Weeks Range 22.73 - 24.86
Updated Date 06/28/2025
52 Weeks Range 22.73 - 24.86
Updated Date 06/28/2025

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BrandywineGLOBAL - U.S. Fixed Income ETF

stock logo

ETF Overview

overview logo Overview

The BrandywineGLOBAL - U.S. Fixed Income ETF provides exposure to a diversified portfolio of U.S. dollar-denominated fixed income securities, primarily focusing on investment-grade bonds. The ETF aims to provide income and capital appreciation by investing in a range of sectors within the U.S. fixed income market. Asset allocation includes government, corporate, and mortgage-backed securities. The investment strategy involves active management to identify undervalued securities and optimize portfolio construction.

reliability logo Reputation and Reliability

Brandywine Global is a well-established investment manager known for its expertise in global fixed income strategies.

reliability logo Management Expertise

The management team has extensive experience in fixed income investing and employs a disciplined approach to portfolio construction and risk management.

Investment Objective

overview logo Goal

The primary investment goal is to provide current income and capital appreciation.

Investment Approach and Strategy

Strategy: The ETF employs an active management strategy, seeking to outperform a benchmark index by identifying and investing in undervalued fixed income securities.

Composition The ETF holds a diversified portfolio of U.S. dollar-denominated fixed income securities, including government bonds, corporate bonds, and mortgage-backed securities.

Market Position

Market Share: Data Not Available

Total Net Assets (AUM): Data Not Available

Competitors

overview logo Key Competitors

  • AGG
  • LQD
  • IEF

Competitive Landscape

The US fixed income ETF market is highly competitive, with several large and well-established players. BrandywineGLOBAL - U.S. Fixed Income ETF is competing against passive, index-tracking funds and other actively managed fixed income ETFs. A potential advantage could be their active management, aiming for alpha generation, but this comes with a higher expense ratio. A disadvantage is that they might not be as liquid or well-known as some of the larger competitors.

Financial Performance

Historical Performance: Data Not Available

Benchmark Comparison: Data Not Available

Expense Ratio: Data Not Available

Liquidity

Average Trading Volume

Data Not Available: Average trading volume data is not available to assess ETF liquidity.

Bid-Ask Spread

Data Not Available: Bid-ask spread data is not available to determine the cost of trading the ETF.

Market Dynamics

Market Environment Factors

Economic indicators like interest rates, inflation, and GDP growth influence the fixed income market. Sector growth prospects within the fixed income universe (e.g., corporate vs. government bonds) impact ETF performance. Current market conditions, such as yield curve positioning and credit spreads, play a crucial role.

Growth Trajectory

Data Not Available: Detailed information on growth trends, strategy changes, and holdings adjustments is currently unavailable.

Moat and Competitive Advantages

Competitive Edge

Without specific details on the BrandywineGLOBAL - U.S. Fixed Income ETF, assessing its competitive advantages is challenging. Hypothetically, potential advantages might stem from a unique approach to credit analysis, duration management, or sector allocation that consistently generates alpha. Expertise in identifying undervalued securities within specific segments of the fixed income market could also provide an edge. Successfully navigating market volatility and generating superior risk-adjusted returns are crucial for an active fixed income ETF to differentiate itself.

Risk Analysis

Volatility

Data Not Available

Market Risk

The ETF is subject to interest rate risk, credit risk, and inflation risk. Rising interest rates can negatively impact bond prices. Credit risk arises from the possibility of issuers defaulting on their debt obligations. Inflation can erode the real value of fixed income investments.

Investor Profile

Ideal Investor Profile

The ideal investor is seeking income and capital appreciation through exposure to U.S. fixed income securities and is comfortable with active management and its associated costs.

Market Risk

The ETF is suitable for long-term investors seeking diversification and income, and who are comfortable with the risks and potential rewards of active management.

Summary

The BrandywineGLOBAL - U.S. Fixed Income ETF aims to provide income and capital appreciation by investing in a diversified portfolio of U.S. fixed income securities. The ETF is actively managed, and seeks to outperform a benchmark index. The ideal investor is someone seeking income and diversification, and are comfortable with the risks and expenses associated with active management. The ETF is exposed to interest rate risk, credit risk, and inflation risk.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • ETF.com
  • Morningstar.com
  • Issuer Website

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered investment advice. Market share and performance data may not be current.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About BrandywineGLOBAL - U.S. Fixed Income ETF

Exchange NASDAQ
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website