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Barrow Value Opportunity Fund
Value Broad Market Funds
Category as of 6/30/17
% Ranking Based on Total Return
|Since Inception||Top 15%|
For the since inception, 5-year, 3-year and 1-year, periods ended June 30, 2017 the Fund’s Institutional Class of shares performance, in-cluding performance for those periods prior to its reorganization into the Fund, placed it 48 (15th percentile) out of 332 Value Broad Market Funds, 116 (28th percentile) out of 419 Value Broad Market Funds, 309 (64th percentile) out of 487 Value Broad Market Funds and 399 (73rd percentile) out of 552 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.
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