About BTRIX
Barrow Hanley Total Return Bond Fund I Shares is an institutional mutual fund focused on generating maximum long-term total return through investment in the U.S. fixed income market. Its primary strategy involves allocating at least 80% of assets to a diversified portfolio of fixed income securities and other debt instruments, encompassing investment-grade corporate bonds, structured products such as mortgage- and asset-backed securities, and U.S. government and agency debt. The fund takes a fundamental, bottom-up, and valuation-centric approach to security selection, leveraging deep research into bond issuers to capitalize on perceived inefficiencies in credit markets. By maintaining a broad set of more than 200 holdings, the fund is structured to manage overall risk while seeking attractive income and capital appreciation. It is categorized within the intermediate core bond segment and is benchmarked against the Bloomberg U.S. Aggregate Bond Index. Designed for institutional investors, it offers a low expense ratio and a sizable minimum investment, reflecting a focus on professional asset management and cost efficiency. This fund plays a role in providing broad bond market exposure, income generation, and diversification within larger portfolios.
Fund Family Perpetual Funds
Category Intermediate Core Bond
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol BTRIX
Share Class I Shares
Index Bloomberg U.S. Aggregate Bond TR
BTRIX had a total return of 8.57% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.41%.
