LBARX Mutual Fund
LBARX Mutual Fund
BrandywineGLOBAL - Multi-Sector Opportunities Fund Class R
LBARX Mutual Fund Overview
LBARX Mutual Fund (BrandywineGLOBAL - Multi-Sector Opportunities Fund Class R) is managed by Franklin Templeton Investments (US) with $76,028.03 in net assets. LBARX expense ratio is 1.46%, holding 110 positions across sectors including Other, Financials, Unknown. Inception date: 2011-10-31.
LBARX performance shows a YTD return of -1.09%. The 1-year return is 2.72% and the 5-year return is 0.82%. LBARX dividend yield stands at 4.10%, paid monthly.
LBARX top holdings include WA Premier Institutional U.S. Treasury Reserves-Premium Shares (4.9%), Freddie Mac Fhr 5473 Fn (3.5%), Freddie Mac Structured Agency Stacr 2023 Dna2 M1B 144A 8.58743 04-25-2043 (3.1%), Fannie Mae Interest Strip 2 2037-07-25 (3.1%), Citigroup Inc 3.88% 12/31/2099 (3.0%). View all LBARX holdings, sector breakdown, or dividend history.
LBARX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LBARX alternatives are available via the screener, along with tax-loss harvesting opportunities.