BrandywineGLOBAL - Multi-Sector Opportunities Fund Class R (LBARX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
10.92
+0.01 (0.09%)
At close: Jul 28, 2026
Fund Assets1.48B
Expense Ratio1.46%
Min. Investment$0.00
Turnovern/a
Dividend (ttm)0.44
Dividend Yield3.99%
Dividend Growth-38.70%
Payout FrequencyMonthly
Ex-Dividend DateJun 30, 2026
Previous Close10.91
YTD Return0.61%
1-Year Return2.39%
5-Year Return4.55%
52-Week Low10.91
52-Week High11.09
Beta (5Y)0.25
Holdings128
Inception DateOct 31, 2011

About LBARX

The BrandywineGLOBAL - Multi-Sector Opportunities Fund Class R (LBARX) seeks to generate positive returns that are independent of market cycles. LBARX will pursue its investment objectives through strategic investments in domestic and foreign fixed income securities and currencies and will initiate long and short exposures by investing across bonds, currencies and derivatives.

Category Multisector Bond
Stock Exchange NASDAQ
Ticker Symbol LBARX
Share Class Class R
Index FTSE 3 Months Treasury Bill TR

Performance

LBARX had a total return of 2.39% in the past year, including dividends. Since the fund's inception, the average annual return has been 2.01%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
LROSXClass Is0.76%
LROIXClass I0.86%
LBAFXClass Fi1.21%
LROAXClass A1.21%

Dividend History

Ex-DividendAmountPay Date
Jun 30, 2026$0.03905Jun 30, 2026
May 29, 2026$0.0396May 29, 2026
Apr 30, 2026$0.03934Apr 30, 2026
Mar 31, 2026$0.03949Mar 31, 2026
Feb 27, 2026$0.03446Feb 27, 2026
Jan 30, 2026$0.03935Jan 30, 2026
Full Dividend History