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Barrow Hanley Total Return Bond I BTRIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Perpetual Investment Hub

Morningstar’s Analysis BTRIX

Will BTRIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BTRIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BTRIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BTRIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Barrow Hanley Total Return Bond I's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
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