LBARX Mutual Fund

LBARX Mutual Fund (BrandywineGLOBAL - Multi-Sector Opportunities Fund Class R) is managed by Franklin Templeton Investments (US) with $102,854.66 in net assets. LBARX expense ratio is 1.46%, holding 128 positions across sectors including Financials, Communication Services, Information Technology. Inception date: 2011-10-31.

LBARX performance shows a YTD return of 0.83%. The 1-year return is 1.76% and the 5-year return is 1.13%. LBARX dividend yield stands at 4.39%, paid monthly.

LBARX top holdings include Wa Prem Inst Us Trsry-Prm (5.8%), Freddie Mac Structured Agency Stacr 2023 Dna2 M1B 144A 8.58743 04-25-2043 (3.3%), Zayo 25- 5.953% 06/20/55 (2.8%), FREDDIE MAC STACR REMIC TRUST STACR 2022 HQA3 M1B 144A (2.7%), Stacr_22-Hqa2 25/07/2042 (2.7%). Go to all LBARX holdings, LBARX sectors, or LBARX dividends.

LBARX can be compared against other funds. Use LBARX overlap to find shared positions, or LBARX vs another fund for a side-by-side view. LBARX alternatives are available via the screener, along with tax-loss harvesting opportunities.