BFRNX Mutual Fund

BFRNX Mutual Fund (Barrow Hanley Floating Rate Fund Institutional Class) is managed by Barrow Hanley Global Investors. BFRNX expense ratio is 0.60%, holding 166 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2022-04-12.

BFRNX performance shows a YTD return of 1.70%. The 1-year return is 5.50%. BFRNX dividend yield stands at 7.50%, paid monthly.

BFRNX top holdings include Northern Institutional Treasury Portfolio (4.5%), Koppers Holdings Inc (2.1%), Chemours (Chemours Company) Tl-B3 7.63% Oct 15, 2032 (1.8%), Magnite Inc 2025 Repriced Term Loan B 02/06/2031 (1.6%), Smart Start First-Lien Term Loan 425 2028-12-01 8.57 2028-12-16 (1.5%). View all BFRNX holdings, sector breakdown, or dividend history.

BFRNX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BFRNX alternatives are available via the screener, along with tax-loss harvesting opportunities.