BrandywineGLOBAL - Multi-Sector Opportunities Fund Class R
LBARX
NASDAQ
| Weiss Ratings | LBARX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | LBARX-NASDAQ | Click to Compare |
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| Provider | Franklin Templeton Investments | |||
| Manager/Tenure (Years) | Brian L. Kloss (5), Jack Parker, CFA (1), William Zox (1), 1 other | |||
| Website | http://www.franklintempleton.com | |||
| Fund Information | LBARX-NASDAQ | Click to Compare |
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| Fund Name | BrandywineGLOBAL - Multi-Sector Opportunities Fund Class R | |||
| Category | Multisector Bond | |||
| Sub-Category | US Fixed Income | |||
| Prospectus Objective | Growth | |||
| Inception Date | Oct 31, 2011 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | LBARX-NASDAQ | Click to Compare |
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| Dividend Yield | 4.33% | |||
| Dividend | LBARX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | -- | |||
| Asset Allocation | LBARX-NASDAQ | Click to Compare |
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| Cash | 6.11% | |||
| Stock | 0.00% | |||
| U.S. Stock | 0.00% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 91.69% | |||
| U.S. Bond | 88.97% | |||
| Non-U.S. Bond | 2.72% | |||
| Preferred | 2.20% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | LBARX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.19% | |||
| 30-Day Total Return | -0.60% | |||
| 60-Day Total Return | -0.26% | |||
| 90-Day Total Return | 0.07% | |||
| Year to Date Total Return | 1.27% | |||
| 1-Year Total Return | 2.22% | |||
| 2-Year Total Return | 5.93% | |||
| 3-Year Total Return | 15.63% | |||
| 5-Year Total Return | 6.17% | |||
| Price | LBARX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | LBARX-NASDAQ | Click to Compare |
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| Nav | $10.84 | |||
| 1-Month Low NAV | $10.84 | |||
| 1-Month High NAV | $10.95 | |||
| 52-Week Low NAV | $10.84 | |||
| 52-Week Low NAV (Date) | Sep 18, 2026 | |||
| 52-Week High NAV | $11.07 | |||
| 52-Week High Price (Date) | Sep 19, 2025 | |||
| Beta / Standard Deviation | LBARX-NASDAQ | Click to Compare |
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| Beta | 0.92 | |||
| Standard Deviation | 6.72 | |||
| Balance Sheet | LBARX-NASDAQ | Click to Compare |
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| Total Assets | 49.82M | |||
| Operating Ratios | LBARX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.46% | |||
| Turnover Ratio | 138.00% | |||
| Performance | LBARX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 4.60% | |||
| Last Bear Market Total Return | -6.77% | |||