Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

BrandywineGLOBAL Flexible Bond IS (LFLSX)

9.36
+0.02
+(0.21%)
As of 8:06:27 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 2.48%
5y Average Return 3.53%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Apr 28, 2025) 15.12%
Worst 1Y Total Return (Apr 28, 2025) --
Best 3Y Total Return 15.12%
Worst 3Y Total Return -0.34%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LFLSX
Category
YTD
2.15%
1.94%
1-Month
-0.65%
0.65%
3-Month
2.15%
2.15%
1-Year
3.98%
9.23%
3-Year
2.33%
5.23%
5-Year
3.83%
4.63%
10-Year
0.00%
4.32%
Last Bull Market
4.96%
8.16%
Last Bear Market
-5.68%
-3.23%

Annual Total Return (%) History

Year
LFLSX
Category
2025
--
--
2024
2.94%
--
2023
9.74%
--
2022
-10.77%
--
2021
1.09%
--
2020
15.12%
4.84%
2019
10.87%
9.80%
2018
-2.03%
-1.52%

2017
7.52%
6.07%
2016
--
7.52%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.15% -- -- --
2024 1.13% -0.34% 4.23% -2.01%
2023 3.56% 1.30% -3.33% 8.21%
2022 -3.90% -5.68% -3.95% 2.50%
2021 -0.36% 2.04% -0.25% -0.33%
2020 -0.71% 6.56% 2.75% 5.89%
2019 3.60% 4.47% 2.72% -0.27%
2018 -0.49% -0.96% 0.43% -1.02%
2017 2.73% 1.47% 2.53% 0.60%
2016 3.07% 0.17% -- --

Rank in Category (By Total Return)

YTD 34
1-Month 80
3-Month 34
1-Year 92
3-Year 78
5-Year 77

Load Adjusted Returns

1-Year 3.98%
3-Year 2.33%
5-Year 3.83%
10-Year --

Performance & Risk

YTD Return 2.48%
5y Average Return 3.53%
Rank in Category (ytd) 34
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category Multisector Bond
Fund Family Franklin Templeton Investments
Net Assets 481.73M
YTD Return 2.15%
Yield 8.62%
Morningstar Rating
Inception Date May 31, 2016

Fund Summary

Under normal market conditions, the fund will invest at least 80% of its net assets 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, sovereign debt, emerging markets debt, corporate debt, high yield debt, bank loans, supranational issues, Separate Trading of Registered Interest and Principal of Securities ("STRIPS"), inflation-linked securities and hybrid securities. The fund is non-diversified.

Related Tickers