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



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Upturn Advisory Summary
08/14/2025: USFI (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 Advisory Performance ![]() | ETF Returns Performance ![]() |
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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 |
Upturn AI SWOT
BrandywineGLOBAL - U.S. Fixed Income ETF
ETF Overview
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.
Reputation and Reliability
Brandywine Global is a well-established investment manager known for its expertise in global fixed income strategies.
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
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
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.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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 |

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