BFRNX Mutual Fund

BFRNX Mutual Fund (Barrow Hanley Floating Rate Fund Institutional Class) is managed by Barrow Hanley Global Investors with $97.2M in net assets. BFRNX expense ratio is 0.60%, holding 176 positions across sectors including Financials, Consumer Discretionary, Industrials. Inception date: 2022-04-12.

BFRNX performance shows a YTD return of 1.25%. The 1-year return is 2.85%. BFRNX dividend yield stands at 7.52%, paid monthly.

BFRNX top holdings include Northern Institutional Treasury Portfolio (3.7%), KOPPERS INC TL 0 04/10/2030 (2.1%), MATIV HOLDINGS INC TL 0 03/30/2033 (1.8%), THE CHEMOURS CMPNY LLC TL 0 10/15/2032 (1.8%), NATNL MNTR HLDNGS TL 0 12/05/2030 (1.7%). Go to all BFRNX holdings, BFRNX sectors, or BFRNX dividends.

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