Morningstar

BrandywineGLOBAL - Multi-Sector Opportunities Fund Class R LBARX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 10.95  /  0.00
  • Total Assets 50.9M
  • Adj. Expense Ratio
    1.460%
  • Expense Ratio 1.380%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Multisector Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 3.98%
  • Effective Duration 2.38 years

USD | NAV as of Jul 17, 2026 | 1-Day Return as of Jul 17, 2026, 12:54 AM GMT+0

Morningstar’s Analysis LBARX

Will LBARX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LBARX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LBARX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LBARX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BrandywineGLOBAL Multi Sector Opps R holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LBARX

More LBARX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Western Asset Prem Instl US Trs Rsv Pref

5.40 3M
Cash and Equivalents

Freddie Mac Stacr Remic Trust 2022-DNA7 6.89516%

3.21 2M
Securitized

ZAYO ISSUER LLC 5.953%

2.72 1M
Securitized

Freddie Mac Stacr Remic Trust 2022-DNA7 7.1621%

2.64 1M
Securitized

Freddie Mac Stacr Remic Trust 2022-DNA7 9.6121%

2.61 1M
Securitized

CONNECTICUT AVENUE SECURITIES TRUST 7.5121%

2.40 1M
Securitized

TRTX ISSUER LTD 2025-FL6 6.02092%

2.31 1M
Securitized

Freddie Mac Stacr Remic Trust 2022-DNA7 8.89516%

1.80 925,767
Securitized

COLT 2025-10 MORTGAGE LOAN TRUST 5.088%

1.78 914,163
Securitized

RFS ASSET SECURITIZATION V LLC 6.049%

1.73 888,906
Securitized

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