Barrow Hanley Total Return Bond Fund I Shares
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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
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Forward Dividend Yield
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NAV
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Company Information
Provider
Perpetual Funds
Manager/Tenure
(Years)
(Years)
Justin A. Martin (3), Scott McDonald (3), Deborah A. Petruzzelli (3), 1 other
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 provide maximum long-term total return. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in fixed income securities and other debt instruments. Fixed income securities and other debt instruments include corporate bonds, including high yield bonds, commercial paper, debt securities issued or guaranteed by the U.S. government and its agencies and instrumentalities, TIPS, municipal bonds, bank loans, loan participations and assignments,mortgage- and asset-backed securities,fixed-income structured products and convertible securities.