BVOIX Mutual Fund
BVOIX Mutual Fund
BVOIX Mutual Fund
Barrow Hanley US Value Opportunities Fund Institutional Class
BVOIX Mutual Fund Overview
BVOIX Mutual Fund (Barrow Hanley US Value Opportunities Fund Institutional Class) is managed by Barrow Hanley Global Investors. BVOIX expense ratio is 0.70%, holding 72 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2022-04-12.
BVOIX performance shows a YTD return of 9.78%. The 1-year return is 19.68%. BVOIX dividend yield stands at 14.82%, paid annually.
BVOIX top holdings include Alphabet, Inc., Class C (3.7%), Bank Of America Corp Preferred Stock 6.5 (2.5%), Merck & Co. Inc. (2.4%), Berkshire Hathaway, Inc., Class B (2.3%), Exxon Mobil Corp (2.2%). Go to all BVOIX holdings, BVOIX sectors, or BVOIX dividends.
BVOIX can be compared against other funds. Use BVOIX overlap to find shared positions, or BVOIX vs another fund for a side-by-side view. BVOIX alternatives are available via the screener, along with tax-loss harvesting opportunities.