Barrow Hanley Credit Fund Fundamentals
| BCONX Fund | USD 9.57 0.05 0.52% |
Barrow Hanley Credit fundamentals help investors to digest information that contributes to Barrow Hanley's financial success or failures. It also enables traders to predict the movement of Barrow Mutual Fund. The fundamental analysis module provides a way to measure Barrow Hanley's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Barrow Hanley mutual fund.
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Barrow Hanley Credit Mutual Fund Three Year Return Analysis
Barrow Hanley's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Barrow Hanley Three Year Return | 3.11 % |
Most of Barrow Hanley's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Barrow Hanley Credit is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Barrow Hanley Credit has a Three Year Return of 3.1117%. This is much higher than that of the Perpetual Funds family and significantly higher than that of the High Yield Bond category. The three year return for all United States funds is notably lower than that of the firm.
Barrow Hanley Credit Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Barrow Hanley's current stock value. Our valuation model uses many indicators to compare Barrow Hanley value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Barrow Hanley competition to find correlations between indicators driving Barrow Hanley's intrinsic value. More Info.Barrow Hanley Credit is rated below average in annual yield among similar funds. It also is rated below average in year to date return among similar funds creating about 968.15 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Barrow Hanley's earnings, one of the primary drivers of an investment's value.Barrow Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Barrow Hanley's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Barrow Hanley could also be used in its relative valuation, which is a method of valuing Barrow Hanley by comparing valuation metrics of similar companies.Barrow Hanley is third largest fund in three year return among similar funds.
Barrow Fundamentals
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 10.17 % | ||||
| One Year Return | 10.76 % | ||||
| Three Year Return | 3.11 % |
About Barrow Hanley Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Barrow Hanley Credit's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Barrow Hanley using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Barrow Hanley Credit based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in credit instruments. Credit instruments consist broadly of any debt instrument or instrument with debt-like characteristics, and include high yield bonds, bank loans, loan participations and assignments, collateralized loan obligations , mortgage- and asset-backed securities, structured notes, convertible securities, preferred stock and shares of investment companies that invest principally in credit instruments, including other mutual funds.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Barrow Mutual Fund
Barrow Hanley financial ratios help investors to determine whether Barrow Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Barrow with respect to the benefits of owning Barrow Hanley security.
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