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Barrow Value Opportunity Fund
Value Broad Market Funds
Category as of 6/30/18
% Ranking Based on Total Return
|Since Inception||Top 14%|
|5 Year||Top 52%|
|3 Year||Top 77%|
|1 Year||Top 27%|
For the since inception, 5-year, 3-year and 1-year, periods ended June 30, 2018 the Fund’s Institutional Class of shares performance, including performance for those periods prior to its reorganization into the Fund, placed it 42 (14th percentile) out of 294 Value Broad Market Funds, 210 (52nd percentile) out of 408 Value Broad Market Funds, 346 (77th percentile) out of 448 Value Broad Market Funds and 143 (27th percentile) out of 529 Value Broad Market Funds, respectively. Past performance does not guarantee future results.
† Margin of Safety: Benjamin Graham, considered to be the father of value investing philosophy, wrote "the 'margin of safety' resides in the discount at which the stock is selling below its minimum intrinsic value, as measured by the analyst." Graham, B. and Dodd, D. (1951) Security Analysis. New York, NY: McGraw-Hill.
Barrow In The News
- Barrow Value Opportunity Fund Celebrates Nine-Year Anniversary
- Barrow Funds David Bechtel’s Top Picks in Forbes
- Barrow Funds David Bechtel Discusses the Market, the Economy and a Rebound in Quality Stocks on Bloomberg Markets
- Barrow Funds David Bechtel Makes the Case for Active Management on Barron’s