Barings Funds Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return-0.679.124.47-0.30--
    Category Average-1.977.513.62-0.820.22
    Assets for Each Yr*0.410.620.901.101.10
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -0.30 4.36 2.53

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,097 mil $1,000 10.09 89.91
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock -- 0.88 -- --
    Municipal Bond -- -- -- --
    Taxable Bond 4.3 99.12 1.01 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    01-18-19

    Fund Name 5-Yr Rank Analyst Report  
    Barings Global Floating Rate 4 --
    Barings Global Credit Income 24 --

    Worst 5-Year Relative Performance | More
    01-18-19

    Fund Name 5-Yr Rank Analyst Report  
    Barings Global Credit Income 24 --
    Barings Global Floating Rate 4 --

    Lowest Expenses | More
    01-18-19

    Highest Expenses | More
    01-18-19

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Barings Global Credi Sean M. Feeley 3.60
    Barings Global Float Sean M. Feeley 3.50
    Barings US High Yiel Sean M. Feeley 2.60
    Barings Global High Sean M. Feeley 2.40
    Barings Emerg Mkts D Ricardo Adrogué 2.30

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Barings Total Return David L. Nagle 1.70
    Barings Active Short David L. Nagle 1.80
    Barings Emerg Mkts D Ricardo Adrogué 2.30
    Barings Global High Sean M. Feeley 2.40
    Barings US High Yiel Sean M. Feeley 2.60