BCONX Mutual Fund

BCONX Mutual Fund (Barrow Hanley Credit Opportunities Fund Class I) is managed by Barrow Hanley Global Investors. BCONX expense ratio is 0.77%, holding 123 positions across sectors including Financials, Materials, Consumer Discretionary. Inception date: 2022-04-12.

BCONX performance shows a YTD return of 0.44%. The 1-year return is 2.77%. BCONX dividend yield stands at 6.81%, paid monthly.

BCONX top holdings include Barrow Hanley Floating Ra (18.6%), Bread Financial H V/R 06/15/35 (2.7%), Northern Institutional Treasury Portfolio (2.2%), Mativ Holdings, Inc. 8 2029-10-01 (2.1%), Ilfc E-capital Trust I (2.0%). Go to all BCONX holdings, BCONX sectors, or BCONX dividends.

BCONX can be compared against other funds. Use BCONX overlap to find shared positions, or BCONX vs another fund for a side-by-side view. BCONX alternatives are available via the screener, along with tax-loss harvesting opportunities.