Brandes Separately Managed Account Reserve Trust (SMART) Fund

Brandes Separately Managed Account Reserve Trust (SMART) Fund is a registered fund series of Brandes Investment Trust (series S000006075). Net assets $160.0M as of 2024-06-28.

Profile

Advisers

Top holdings (53 reported)

Showing 15 of 53 holdings by value.

HoldingTickerValue% of fund
Northern Inst Fds$15.4M963.43%
United States Treasury Bonds$12.0M752.84%
United States Treasury Bonds$9.4M590.39%
United States Treasury Bonds$8.0M497.07%
USB Capital IX$7.1M442.59%
Bank of America Corp.$6.0M376.08%
Citigroup Inc.$5.3M331.91%
United States Treasury Notes$5.0M314.68%
Range Resources Corp.$4.9M305.87%
Prime Securities Services Borrower, LLC and Prime Finance, Inc.$4.8M302.01%
Netflix, Inc.$4.8M296.98%
Travel Plus Leisure Co$4.7M294.34%
United States Treasury Bonds$4.4M275.64%
The Charles Schwab Corporation$4.0M251.48%
VMware IncVMW$4.0M250.37%

Net asset history

Report dateNet assets
2024-06-28$160.0M
2024-03-28$155.5M
2023-12-29$162.6M
2023-09-29$150.7M
2023-06-30$153.5M
2023-03-31$154.8M
2022-12-30$149.7M
2022-09-30$149.7M

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