LBARX Mutual Fund

LBARX Mutual Fund (BrandywineGLOBAL - Multi-Sector Opportunities Fund Class R) is managed by Franklin Templeton Investments (US) with $103,354.57 in net assets. LBARX expense ratio is 1.46%, holding 110 positions across sectors including Financials, Consumer Discretionary, Communication Services. Inception date: 2011-10-31.

LBARX performance shows a YTD return of 1.42%. The 1-year return is 3.26% and the 5-year return is 1.04%. LBARX dividend yield stands at 3.95%, paid monthly.

LBARX top holdings include Wa Prem Inst Us Trsry-Prm (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%). 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.