Morningstar

BrandywineGLOBAL - Multi-Sector Opportunities Fund Class IS LROSX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return$10.96  /  −0.09%
  • Fund Size$43.0M
  • Adjusted Expense Ratio0.760%
  • Net Expense Ratio0.740%
  • Fee Level: DistributionAbove Average
  • Share Class TypeInstitutional
  • Morningstar CategoryMultisector Bond
  • Fixed-Income Style Box (Funds)Medium/Limited
  • Minimum Initial Investment$1M
  • Investment StatusOpen
  • TTM Yield5.12%
  • Average Effective Duration2.47 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis LROSX

Will LROSX 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 LROSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LROSX 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 LROSX’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 IS 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 LROSX

More LROSX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings23.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Western Asset Prem Instl US Trs Rsv Pref

5.953M
Cash and Equivalents

Freddie Mac Stacr Remic Trust 2022-DNA7 6.94029%

3.382M
Securitized

ZAYO ISSUER LLC 5.953%

2.821M
Securitized

Freddie Mac Stacr Remic Trust 2022-DNA7 7.24029%

2.781M
Securitized

Freddie Mac Stacr Remic Trust 2022-DNA7 9.69029%

2.731M
Securitized

CONNECTICUT AVENUE SECURITIES TRUST 7.59029%

2.521M
Securitized

TRTX ISSUER LTD 2025-FL6 6.28278%

2.451M
Securitized

Freddie Mac Stacr Remic Trust 2022-DNA7 8.94029%

1.88912,975
Securitized

RFS ASSET SECURITIZATION V LLC 6.049%

1.81879,476
Securitized

COLT 2025-10 MORTGAGE LOAN TRUST 5.088%

1.68813,661
Securitized

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