LROSX Mutual Fund

LROSX Mutual Fund (BrandywineGLOBAL - Multi-Sector Opportunities Fund Class IS) is managed by Franklin Templeton Investments (US) with $20.0M in net assets. LROSX expense ratio is 0.76%, holding 110 positions across sectors including Financials, Consumer Discretionary, Communication Services. Inception date: 2013-03-01.

LROSX performance shows a YTD return of 1.84%. The 1-year return is 3.98% and the 5-year return is 1.68%. LROSX dividend yield stands at 4.57%, paid monthly.

LROSX 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 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.