Barrow Hanley Credit Opportunities Fund I Shares (BCONX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
9.54
0.00 (0.00%)
At close: Apr 2, 2026
Fund Assets98.63M
Expense Ratio0.78%
Min. Investment$100,000
Turnovern/a
Dividend (ttm)0.67
Dividend Yield7.06%
Dividend Growth-11.70%
Payout FrequencyMonthly
Ex-Dividend DateMar 31, 2026
Previous Close9.54
YTD Return0.53%
1-Year Return-0.25%
5-Year Returnn/a
52-Week Low9.46
52-Week High9.58
Beta (5Y)0.40
Holdings124
Inception DateApr 12, 2022

About BCONX

The Barrow Hanley Credit Opportunities Fund I Shares (BCONX) seeks to maximize total return, consistent with preservation of capital. BCONX invests at least 80% of its net assets, in credit instruments consist broadly of any debt instrument or instrument with debt-like characteristics, and include high yield bonds, bank loans, and collateralized loan obligations.

Category High Yield Bond
Stock Exchange NASDAQ
Ticker Symbol BCONX
Share Class I Shares
Index ICE BofA US High Yield BB-B Rated TR

Performance

BCONX had a total return of -0.25% in the past year, including dividends. Since the fund's inception, the average annual return has been 3.86%.

Other Share Classes

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

SymbolShare ClassExpense Ratio
BCOYXY Shares0.93%

Dividend History

Ex-DividendAmountPay Date
Mar 31, 2026$0.05789Mar 31, 2026
Feb 27, 2026$0.04974Feb 27, 2026
Jan 30, 2026$0.05528Jan 30, 2026
Dec 31, 2025$0.06044Dec 31, 2025
Nov 28, 2025$0.05406Nov 28, 2025
Oct 31, 2025$0.05747Oct 31, 2025
Full Dividend History