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BINVBrandes International ETF

Grow my money2y track recordRanked #1,292 of 3,055 in this goal

Seeks long term capital appreciation.

By Brandes · Launched 2023

Annual Cost

0.70%

#3,803 of 6,040 · average

Fund Size

$536M

#1,602 of 6,040 · large

Return (1Y)

+18.2%

Track Record

2 years

#3,157 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,821+18.2%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Active selection

Factor

Value

Holdings

By weight

Concentration

Top 10 holdings = 24.2% of funddiversified

Sanofi SA
3.2%
Petroleo Brasileiro SA
2.8%
Takeda Pharmaceutical Co Ltd.
2.6%
WAL-MART DE MEXICO SAB DE CV (WAL-MART DE MEXICO SA DE CV)
2.4%
Wilmar International Ltd.
2.4%
Astellas Pharma Inc.
2.3%
SAP SE
2.3%
ALIBABA GROUP HOLDING LTD
2.2%
Carrefour S.A.
2.1%
Heineken Holding N.V.
2.0%

Asset allocation

Stocks
97.6%
Cash
2.4%

By sector

Consumer Defensive
26.4%
Healthcare
16.7%
Consumer Cyclical
14.2%
Industrials
9.3%
Technology
8.5%
Communication
7.4%
Financial Services
7.1%
Basic Materials
4.8%
Other
5.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
13.7%Moderate

Year-on-year price swings

Max drawdown
-14.9%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks long term capital appreciation.
Strategy
Actively manages a portfolio primarily invested in equity securities of foreign companies, focusing on those with market capitalizations greater than $5 billion. The Advisor employs value investing principles to select securities, aiming for long-term capital appreciation by purchasing undervalued stocks and assessing intrinsic value.
Inception date
October 3, 2023
Fund family
Brandes

Next steps

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Data updated on 2026-09-18