Perpetual Mutual Funds
View all of Perpetual’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Perpetual Funds List
Share Class Type
1 to 7 of 7 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Barrow Hanley Floating Rate I | BFRNX | Bank Loan | — | 7.27% | 5 | 0.590% | Low | Institutional | $100,000 | |
| Barrow Hanley Concentrated EM ESG Opps I | BEOIX | Diversified Emerging Mkts | 14.94% | 56 | 1.040% | Average | Institutional | $100,000 | ||
| Barrow Hanley Credit Opportunities I | BCONX | High Yield Bond | — | 8.71% | 8 | 0.770% | Above Average | Institutional | $100,000 | |
| Barrow Hanley Total Return Bond I | BTRIX | Intermediate Core Bond | 4.21% | 9 | 0.350% | Low | Institutional | $100,000 | ||
| Barrow Hanley Emerging Markets Value I | BEMVX | Diversified Emerging Mkts | — | 10.48% | 81 | 0.980% | Below Average | Institutional | $100,000 | |
| Barrow Hanley International Value I | BNIVX | Foreign Large Value | — | 6.00% | 96 | 0.850% | Average | Institutional | $100,000 | |
| Barrow Hanley US Value Opportunities I | BVOIX | Large Value | — | 19.96% | 8 | 0.700% | Average | Institutional | $100,000 |
Perpetual Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Rating™ for Funds
Percentile Rank
United States