Morningstar

BrandywineGLOBAL - Multi-Sector Opportunities Fund Class I LROIX

Medalist Rating as of Sep 30, 2026 See Franklin Templeton Investment Hub

Strategy

The investment seeks to generate a high level of current income while outperforming the total return of the fund’s performance benchmark over a market cycle. Under normal market conditions, the fund seeks to achieve its investment objective by investing in fixed income securities or other instruments with similar economic characteristics. The subadviser has broad discretion to invest in multiple types of fixed income securities including, but not limited to, corporate debt, high yield debt, bank loans or loan participation interests, mortgage-backed securities, asset-backed securities, and convertible securities. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
LBAFX	BrandywineGLOBAL - Multi-Sector Opportunities Fund Class FI	No Load	Open			Oct 31, 2011	$24,846.00	1.210%	High	$0	−$72,109.66
LROIX	BrandywineGLOBAL - Multi-Sector Opportunities Fund Class I	Institutional	Open			Feb 28, 2011	$16.66M	0.860%	High	$1M	−$12.24M
LROSX	BrandywineGLOBAL - Multi-Sector Opportunities Fund Class IS	Institutional	Open			Mar 1, 2013	$19.72M	0.760%	Above Average	$1M	−$5.80M
LROAX	BrandywineGLOBAL - Multi-Sector Opportunities Fund Class A	Front Load	Open			Feb 28, 2011	$6.14M	1.210%	High	$1,000	−$1.10M
LAOCX	BrandywineGLOBAL - Multi-Sector Opportunities Fund Class C	Level Load	Open			Aug 1, 2012	$328,070.00	1.960%	High	$1,000	−$9,150.12
LBARX	BrandywineGLOBAL - Multi-Sector Opportunities Fund Class R	Retirement, Medium	Open			Oct 31, 2011	$103,495.00	1.460%	High	$0	$27,424.66

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