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, Other, Utilities. Inception date: 2022-04-12.

BTRIX performance shows a YTD return of -2.58%. The 1-year return is 4.78%. BTRIX dividend yield stands at 4.46%, paid monthly.

BTRIX top holdings include United States Treasury Notest 4.875 04/30/26 (13.1%), Us Treasury N/B 4.13% 02/15/2036 4.13 (2.6%), Caixabank Sa Mtn 144A 5.58% Jul 03, 2036 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%). View all BTRIX holdings, sector breakdown, or dividend history.

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