LROSX Mutual Fund
LROSX Mutual Fund
BrandywineGLOBAL - Multi-Sector Opportunities Fund Class IS
LROSX Mutual Fund Overview
LROSX Mutual Fund (BrandywineGLOBAL - Multi-Sector Opportunities Fund Class IS) is managed by Franklin Templeton Investments (US) with $19.9M in net assets. LROSX expense ratio is 0.76%, holding 110 positions across sectors including Other, Financials, Unknown. Inception date: 2013-03-01.
LROSX performance shows a YTD return of -1.07%. The 1-year return is 3.37% and the 5-year return is 1.47%. LROSX dividend yield stands at 5.07%, paid monthly.
LROSX 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 LROSX holdings, sector breakdown, or dividend history.
LROSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LROSX alternatives are available via the screener, along with tax-loss harvesting opportunities.