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Barrow Value Opportunity Fund
Value Broad Market Funds
Category as of 9/30/18
% Ranking Based on Total Return
|Since Inception||Top 16%|
|5 Year||Top 72%|
|3 Year||Top 85%|
|1 Year||Top 38%|
For the since inception, 5-year, 3-year and 1-year, periods ended September 30, 2018 the Fund’s Institutional Class of shares performance, including performance for those periods prior to its reorganization into the Fund, placed it 44 (16th percentile) out of 281 Value Broad Market Funds, 282 (72nd percentile) out of 397 Value Broad Market Funds, 382 (85th percentile) out of 451 Value Broad Market Funds and 190 (38th percentile) out of 520 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