BTRIX Mutual Fund
BTRIX Mutual Fund
BTRIX Mutual Fund
Barrow Hanley Total Return Bond Fund Institutional Class
BTRIX Mutual Fund Overview
BTRIX Mutual Fund (Barrow Hanley Total Return Bond Fund Institutional Class) is managed by Barrow Hanley Global Investors. BTRIX expense ratio is 0.35%, holding 231 positions across sectors including Financials, Utilities, Communication Services. Inception date: 2022-04-12.
BTRIX performance shows a YTD return of -0.28%. The 1-year return is 3.17%. BTRIX dividend yield stands at 4.52%, paid monthly.
BTRIX top holdings include Us Treasury N/Bu.S. Treasury Note/Bond 04/30/2026 (13.1%), Us Treasury N/B 4.13% 02/15/2036 4.13 (2.6%), Caixabank Sa Caixabank Sa 5.581 2036-07-03 (1.6%), Wi Treasury Sec 08/55 4.75 (1.5%), Umbs Pfm8787 2.5% 10/01/51 (1.3%). Go to all BTRIX holdings, BTRIX sectors, or BTRIX dividends.
BTRIX can be compared against other funds. Use BTRIX overlap to find shared positions, or BTRIX vs another fund for a side-by-side view. BTRIX alternatives are available via the screener, along with tax-loss harvesting opportunities.