BrandywineGLOBAL - Multi-Sector Opportunities Fund Class IS (LROSX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
11.14
-0.01 (-0.09%)
At close: Mar 13, 2026
Fund Assets1.48B
Expense Ratio0.75%
Min. Investment$0.00
Turnovern/a
Dividend (ttm)0.71
Dividend Yield6.39%
Dividend Growthn/a
Payout FrequencyMonthly
Ex-Dividend DateFeb 27, 2026
Previous Close11.15
YTD Return0.15%
1-Year Return6.97%
5-Year Return8.02%
52-Week Low10.73
52-Week High11.37
Beta (5Y)n/a
Holdings115
Inception DateMar 1, 2013

About LROSX

The BrandywineGLOBAL - Multi-Sector Opportunities Fund Class IS (LROSX) seeks to generate positive returns that are independent of market cycles. LROSX 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 LROSX
Share Class Class Is
Index FTSE 3 Months Treasury Bill TR

Performance

LROSX had a total return of 6.97% in the past year, including dividends. Since the fund's inception, the average annual return has been 1.84%.

Other Share Classes

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

SymbolShare ClassExpense Ratio
LROIXClass I0.85%
LBAFXClass Fi1.15%
LROAXClass A1.19%
LBARXClass R1.45%

Dividend History

Ex-DividendAmountPay Date
Feb 27, 2026$0.041Feb 27, 2026
Jan 30, 2026$0.04658Jan 30, 2026
Dec 31, 2025$0.04937Dec 31, 2025
Nov 28, 2025$0.04296Nov 28, 2025
Oct 31, 2025$0.05011Oct 31, 2025
Sep 30, 2025$0.04357Sep 30, 2025
Full Dividend History