About BNIVX
The Barrow Hanley International Value Fund Institutional Class is a mutual fund focused on international equities outside the United States. Its primary objective is to deliver higher returns than the MSCI EAFE Value Index while maintaining lower risk levels. Managed by an experienced investment team, the fund employs a valuation-centric, bottom-up investment process to identify undervalued companies across a broad market capitalization spectrum in non-U.S. developed markets. Emphasizing fundamental securities analysis and prospects for a return to fair valuation, the fund constructs a diversified portfolio, spreading risk across various regions such as Europe, Japan, the United Kingdom, and Asia-Pacific. It invests predominantly in foreign large-value stocks, targeting sectors including financials, industrials, healthcare, and consumer staples. The Barrow Hanley International Value Fund seeks to exploit inefficiencies in global equity markets, offering institutional investors exposure to international value opportunities with an aim for consistency and risk management across market cycles.
Fund Family Perpetual Funds
Category Foreign Large Value
Performance Rating Below Average
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol BNIVX
Share Class Institutional Shares
BNIVX had a total return of 19.30% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.68%.
