Barrow Hanley Floating Rate Fund I Shares
BFRNX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
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Performance
Beta
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7-Day Total Return
30-Day Total Return
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Last Bear Market Total Return
Forward Dividend Yield
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Price
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52-Week Low
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NAV
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1-Month High
52-Week Low
52-Week High
Beta / Standard Deviation
Beta
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Standard Deviation
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Company Information
Provider
Perpetual Funds
Manager/Tenure
(Years)
(Years)
Nicholas C. Losey (2), Chet S. Paipanandiker (2), Michael A. Trahan (2)
Website
Address
Perpetual Funds
Chicago IL - 60606
Chicago IL - 60606
Country
United States
Phone Number
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Investment Strategy
The investment seeks to maximize total return, consistent with preservation of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in floating rate instruments. Floating rate instruments are debt instruments issued by companies or other entities with interest rates that reset periodically (typically, daily, monthly, quarterly, or semi-annually) in response to changes in the market rate of interest on which the interest rate is based.
