About LBDRX
BrandywineGLOBAL Diversified US Large Value Fund Class R is an open-end mutual fund focused on large-cap U.S. value equities. The fund seeks long-term capital appreciation by investing primarily in stocks of established companies that are considered undervalued or out of favor at the time of investment. Through a combination of fundamental and quantitative analysis, the management team diversifies across sectors, typically holding between 175 and 250 positions under normal market conditions. Its portfolio is benchmarked against both the Russell 3000 Index and the Russell 1000 Value Index, reflecting a broad coverage of the U.S. large-cap value landscape. Key sectors represented include financial services, healthcare, energy, consumer cyclicals, and industrials, with significant holdings in companies such as JPMorgan Chase, Bank of America, and AbbVie. The fund emphasizes cost competitiveness and transparency, aligning with industry standards for large value portfolios. Managed by Franklin Templeton Fund Adviser LLC and co-managed by Brandywine Global Investment Management, LLC, the fund plays a significant role for investors seeking exposure to established U.S. companies with potential for value-driven growth.
Fund Family Franklin Templeton Investments
Category Large Value
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol LBDRX
Share Class Class R
Index Russell 1000 Value TR
LBDRX had a total return of 17.85% in the past year, including dividends. Since the fund's
inception, the average annual return has been 20.44%.
