Barrow Hanley Total Return Bond FundBTRIX

MUTUAL FUNDPerpetual
Type
Mutual fund
Peer group
Taxable bond
Net assets
$173.7M
Expense ratio
0.35%
1-year return
+5.1%
3 years, a year
—
5 years, a year
—
Holdings
231

What it aims to do.

The Barrow Hanley Total Return Bond Fund (the Fund) seeks to provide maximum long-term total return.

Top 10 holdings.

Holding% of fund
United States Treasury Notes13.07%
United States Treasury Notes2.63%
Caixabank S.A.1.58%
United States Treasury Bonds1.54%
Federal National Mortgage Association1.33%
United States Treasury Notes1.29%
Federal Home Loan Mortgage Corp.1.29%
Federal National Mortgage Association1.25%
Federal National Mortgage Association1.23%
Federal National Mortgage Association1.22%

More on BTRIX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.