Which Funds Can BTRIX Replace?

Barrow Hanley Total Return Bond Fund I Shares Fund Opportunity uses the published comparison universe. Data as of 2026-10-02.

Funds BTRIX Can Replace

103 funds

FSI > 80 out of 670 similar funds

Competing Fund AUM

$414.26B

Assets in funds BTRIX can compete with and replace

Outperformance Rank

#301

Rank among 670 similar funds

Who Holds Credible Replacements?

1,832 firms

145,895 connected advisors

Opportunity analysis

BTRIX can replace 103 funds with FSI above 80 out of 670 similar funds, representing $414.26B in competing fund AUM. Its outperformance rank is #301 among those similar funds. 1,832 13F firms and 145,895 advisors are connected to credible replacements. The AUM-weighted historical probability of positive Information Ratio is 51.4%.

Fund details

Vehicle
Mutual fund
Issuer
nan
Focus
—
Net expense ratio
0.52%
Assets under management
$173.7M

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