Mutual Funds

Equity

Offering equity investment strategies through 1940 Act mutual funds that span US and International geographies and developed and emerging markets.


Barrow Hanley US Value Opportunities Fund (BVOIX)

The Fund utilizes the same value philosophy and bottom-up investment process employed since our firm’s inception with a broader selection of securities and the flexibility to capture inefficiencies across the market cap of the Russell 1000® Value Index.

Barrow Hanley International Value Fund (BNIVX, BNIYX)

The Fund is managed by a team with deep experience investing through multiple market cycles. Its consistent, repeatable process identifies non-U.S. companies across the market-cap spectrum to exploit inefficiencies resulting in a diversified portfolio.

Barrow Hanley Emerging Markets Value Fund (BEMVX, BEMYX)

The Fund is managed by a team with deep experience investing through multiple market cycles. Its consistent, repeatable process identifies companies across the market cap spectrum to exploit inefficiencies resulting in a differentiated portfolio.

Barrow Hanley Concentrated Emerging Markets ESG Opportunities Fund (BEOIX)

Fixed income

Offering fixed income investment strategies through 1940 Act mutual funds that span core bond, high yield, and bank loan securities.


Barrow Hanley Credit Opportunities Fund (BCONX)

The Fund, managed by a team with deep experience investing together through multiple market cycles, utilizes the full breadth of the firm’s fundamental research capabilities to identify companies across the market-cap spectrum to exploit inefficiencies resulting in a differentiated portfolio.

Barrow Hanley Total Return Bond Fund (BTRIX)

A fundamental, valuation-centric strategy focused on capturing a yield advantage by investing in investment-grade corporate bonds and structured products ― with opportunistic exposure to high yield securities ― while seeking to minimize volatility and provide repeatable results through disciplined risk controls.

Barrow Hanley Floating Rate Fund (BFRNX)

The Fund, managed by a team with deep experience investing together through multiple market cycles, utilizes the full breadth of the firm’s fundamental research capabilities to identify companies across the market-cap spectrum to exploit inefficiencies resulting in a differentiated portfolio.

Please carefully consider the Fund’s investment objectives, risks, charges, and expenses before investing. This and other information is contained in the Fund’s prospectus and summary prospectus, which you may obtain by calling +1-866-778-6397. Read the prospectus and summary prospectus carefully before investing. Investing includes the risk of loss.

Mutual fund investing involves risk, including possible loss of principal. There can be no assurance that the Fund will achieve its stated objectives.

Distributed by SEI Investments Distribution Co., member FINRA/SIPC; not affiliated with Barrow Hanley Global Investors or Perpetual Asset Management International.