| Fund Inception | 03/01/2013 |
| Name of Issuer | Franklin Templeton Investments |
| Fund Advisor(s) | Franklin Templeton Fund Adviser, LLC |
| Sub-Advisor(s) | Brandywine Global Investment Mgmt, LLC |
Fund Managers for LROSX
Brian Kloss
Portfolio Manager since 12/31/2020
Brian L. Kloss, JD, CPA, is a portfolio manager and head of high yield for Brandywine Global. Brian joined Brandywine Global in December 2009。Previously, Brian was co-portfolio manager at Dreman Value Management, LLC (2007-2009); high yield analyst/trader at Gartmore Global Investments (2002-2007); high yield and equity portfolio manager and general analyst at Penn Capital Management, Ltd. (2000-2002); an analyst with The Concord Advisory Group, Ltd. (1998-2000); and an international tax consultant with Deloitte & Touche LLP (1995-1998).
Jack Parker, CFA
Portfolio Manager since 07/31/2025
Jack serves as an associate portfolio manager on the Global Fixed Income Team. He joined the firm in 2021. Previously, Jack was a fixed income senior associate with Diamond Hill Capital Management from 2015-2021. Jack is a CFA charterholder and earned a BSBA in Accounting & Finance from The Ohio State University.
William Zox
Portfolio Manager since 07/31/2025
Mr. Zox is a Portfolio Manager and has been employed by Brandywine Global since 2021. Previously, he served as Portfolio Manager for Diamond Hill Capital Management (2001-2021); a Tax Partner at Schottenstein, Zox & Dunn, Co., LPA (2000-2001), and an Associate at Schottenstein, Zox & Dunn, Co. (1993-1999). He earned a B.A. in Political Science from Williams College, a J.D. from The Ohio State University (with honors), and a Master of Law in Taxation from University of Florida College of Law.
Charles Minor
Portfolio Manager since 12/31/2025
Mr. Minor is a Portfolio Manager on the Global Fixed Income Team and has been employed by Brandywine Global since 2025. Previously, Mr. Minor served as an Associate Portfolio Manager for Diamond Hill Capital Management (2014-2025); a Product Developer at FactSet (2011-2014); and a Trader at Equitec Group (2008-2011). Mr. Minor earned a B.S. in Finance from Miami University.
