BrandywineGLOBAL - Global Unconstrained Bond Fund (LROIX) Alternatives
BrandywineGLOBAL - Global Unconstrained Bond Fund (LROIX) belongs to the Nontraditional Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LROIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to LROIX
LROIX charges 0.85% annually. Among mutual funds in the Nontraditional Bonds category, these options have the lowest expense ratios among LROIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Opportunistic Income Fund | 0.47% | Oct 2, 2011 | LROIX vs GMODX | |
| Putnam Mortgage Opportunities Fund | 0.47% | Apr 6, 2015 | LROIX vs PMOTX | |
| Carillon Reams Unconstrained Bond Fund | 0.50% | Sep 28, 2011 | LROIX vs SUBFX | |
| FPA Flexible Fixed Income Fund | 0.51% | Dec 30, 2018 | LROIX vs FPFIX | |
| PIMCO Strategic Bond Fund | 0.51% | Jan 29, 2009 | LROIX vs PUTIX |
Best Risk-Adjusted Alternatives to LROIX
Among mutual funds in the Nontraditional Bonds category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | 100 | Jan 27, 2023 | LROIX vs CBYYX | |
| Eaton Vance Global Macro Absolute Return Fund | 99 | Jun 26, 2007 | LROIX vs EIGMX | |
| PGIM Securitized Credit Fund | 99 | Jun 30, 2019 | LROIX vs SCFZX | |
| Artisan Global Unconstrained Fund | 99 | Mar 30, 2022 | LROIX vs APFPX | |
| Eaton Vance Global Macro Absolute Return Advantage... | 99 | Aug 30, 2010 | LROIX vs EGRIX |
Top Performing LROIX Alternatives (YTD)
LROIX alternatives from the Nontraditional Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Artisan Global Unconstrained Fund | 4.02% | Mar 30, 2022 | LROIX vs APFPX | |
| Eaton Vance Global Macro Absolute Return Advantage... | 3.59% | Aug 30, 2010 | LROIX vs EGRIX | |
| Putnam Mortgage Opportunities Fund | 2.63% | Apr 6, 2015 | LROIX vs PMOTX | |
| Eaton Vance Global Macro Absolute Return Fund | 2.43% | Jun 26, 2007 | LROIX vs EIGMX | |
| Victory Pioneer Cat Bond Fund Class Y | 1.27% | Jan 27, 2023 | LROIX vs CBYYX |
Lowest Volatility Alternatives to LROIX
LROIX alternatives from the Nontraditional Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | 1.27% | Jan 27, 2023 | LROIX vs CBYYX | |
| DoubleLine Flexible Income Fund | 1.40% | Apr 6, 2014 | LROIX vs DFLEX | |
| Dunham Long/Short Credit Fund | 1.45% | Dec 9, 2004 | LROIX vs DCAIX | |
| Anfield Universal Fixed Income Fund | 1.58% | Jun 27, 2013 | LROIX vs AFLIX | |
| GMO Opportunistic Income Fund | 1.64% | Oct 2, 2011 | LROIX vs GMODX |
Lowest Drawdown Alternatives to LROIX
LROIX alternatives from the Nontraditional Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | -0.18% | Jan 27, 2023 | LROIX vs CBYYX | |
| Dunham Long/Short Credit Fund | -0.84% | Dec 9, 2004 | LROIX vs DCAIX | |
| PGIM Absolute Return Bond Fund | -0.87% | Mar 29, 2011 | LROIX vs PADZX | |
| Toews Unconstrained Income Fund | -0.87% | Aug 27, 2013 | LROIX vs TUIFX | |
| PGIM Securitized Credit Fund | -0.93% | Jun 30, 2019 | LROIX vs SCFZX |
Other Mutual Funds from Franklin Templeton
Most popular Franklin Templeton mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities | 21 | -15.24% | Jan 2, 1968 | LROIX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 94 | -2.21% | May 18, 1969 | LROIX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 82 | 2.15% | — | LROIX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 30 | -8.53% | Apr 1, 1948 | LROIX vs FKGRX | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 28 | -4.58% | Jan 14, 1987 | LROIX vs FRDPX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 42 | 20.88% | Jun 10, 2011 | LROIX vs EMO | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 7 | -12.79% | Aug 29, 1997 | LROIX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 18 | -10.22% | Oct 24, 1983 | LROIX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 86 | 2.21% | Aug 28, 1997 | LROIX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 35 | -6.24% | Mar 10, 1970 | LROIX vs SHAPX |
Often Compared With LROIX
What investors most often compare with LROIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| River Canyon Total Return Bond Fund | Short-Term Bond | 92 | -0.97% | Dec 30, 2014 | LROIX vs RCTIX |
Compare LROIX with Any Fund or Stock
Compare LROIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.