LROAX Mutual Fund (BrandywineGLOBAL - Multi-Sector Opportunities Fund Class A) is managed by Franklin Templeton Investments (US) with $6.5M in net assets. LROAX expense ratio is 1.21%, holding 110 positions across sectors including Other, Financials, Unknown. Inception date: 2011-02-28.

LROAX performance shows a YTD return of -1.08%. The 1-year return is 2.92% and the 5-year return is 1.10%. LROAX dividend yield stands at 4.34%, paid monthly.

LROAX 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 LROAX holdings, sector breakdown, or dividend history.

LROAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LROAX alternatives are available via the screener, along with tax-loss harvesting opportunities.