LROSX Mutual Fund

LROSX Mutual Fund (BrandywineGLOBAL - Multi-Sector Opportunities Fund Class IS) is managed by Franklin Templeton Investments (US) with $19.7M in net assets. LROSX expense ratio is 0.76%, holding 128 positions across sectors including Financials, Communication Services, Information Technology. Inception date: 2013-03-01.

LROSX performance shows a YTD return of 1.29%. The 1-year return is 2.40% and the 5-year return is 1.78%. LROSX dividend yield stands at 5.09%, paid monthly.

LROSX 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 LROSX holdings, LROSX sectors, or LROSX dividends.

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