BVOIX – Barrow Hanley US Value Opportunities I Investment Strategy | Morningstar

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Strategy

The investment seeks to outperform the fund’s benchmark over a full market cycle. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in securities issued by U.S. companies. The fund invests primarily in a portfolio of equity securities issued by large, middle, and small capitalization U.S. companies and may also invest in convertible securities, preferred stock, real estate investment trusts (“REITs”) and American Depositary Receipts (“ADRs”).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BVOIX	Barrow Hanley US Value Opportunities Fund I Shares	Institutional	Open			Apr 12, 2022	$93.43M	0.700%	Average	$100,000	−$21.50M

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