BEOIX Mutual Fund

BEOIX Mutual Fund (Barrow Hanley Concentrated Emerging Markets ESG Opportunities Fund Class I) is managed by Barrow Hanley Global Investors. BEOIX expense ratio is 1.11%, holding 40 positions across sectors including Consumer Discretionary, Information Technology, Consumer Staples. Inception date: 2022-09-30.

BEOIX performance shows a YTD return of 38.83%. The 1-year return is 64.23% and the 5-year return is 14.65%. BEOIX dividend yield stands at 3.61%, paid annually.

BEOIX top holdings include Sk Hynix Inc (6.9%), Samsung Electro-Mechanics Co Ltd (5.1%), Bizlink Holding Inc (4.4%), Hyundai Motor Company (3.8%), Mediatek, Inc. (3.6%). Go to all BEOIX holdings, BEOIX sectors, or BEOIX dividends.

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