BCONX

ActiveMin. $1M

Barrow Hanley Credit Opportunities Fund

Category: Other (5,046 funds)

Expense Ratio
0.77%
Annual Cost per $10K
$77.00
30-Year Fee Drag per $10K
$14,829
at 7% annual return
Fund Type
Mutual Fund
Active · Min: $1M
Trailing 12-Month
+9.20%

Asset Allocation

US Equity
20%
US Bond
69%
Intl Bond
10%
Cash
2%

Fee Comparison

BCONX
0.77%
Other average
0.99%
Other cheapest
0.00%
Index benchmark
0.03%

22% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+12.63%16 months
Compare to

Fee Impact Calculator

$
%
BCONX at 0.77%$306,468
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$74,145
Cost vs index fund−$70,956

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
BCONXBarrow Hanley Credit Opportunities Fund0.77%
FIWGXStrategic Advisers Fidelity Core Income Fund0.16%
FPCIXStrategic Advisers Core Income Fund0.33%
MWTNXTCW METWEST TOTAL RETURN BOND FUND0.57%
FCSKXFranklin Convertible Securities Fund0.51%
FNCFXFranklin Income Fund0.41%
CNSAXInvesco Convertible Securities Fund0.67%
GGKPXGoldman Sachs Income Builder Fund0.48%
FIQVXFidelity Convertible Securities Fund0.60%
PIINXPIMCO Income Fund1.08%
FSMUXStrategic Advisers Municipal Bond Fund0.19%
NCIDXColumbia Convertible Securities Fund0.79%
BBCPXBridge Builder Core Plus Bond Fund0.16%
VAADXVirtus Convertible Fund0.62%
FTRLXFederated Hermes Total Return Bond Fund0.38%
HIGFXAmerican High Income Trust0.32%
JDYRXPGIM High Yield Fund0.74%
VRPInvesco Variable Rate Preferred ETF0.50%
OWCIXOld Westbury Credit Income Fund0.91%
GDMZXDefensive Market Strategies Fund0.92%
JMTNXJanus Henderson Multi-Sector Income Fund0.88%
PTRAXPIMCO Total Return Fund0.76%
ESFHXEaton Vance Floating-Rate & High Income Fund0.75%
GIBRXGuggenheim Total Return Bond Fund0.49%
SEIAXSIIT MULTI-ASSET REAL RETURN FUND0.55%
NTBAXNavigator Tactical Fixed Income Fund1.32%
VWIAXVANGUARD WELLESLEY INCOME FUND0.16%
FDBLXFederated Hermes Corporate Bond Fund0.59%
LBNOXLORD ABBETT BOND DEBENTURE FUND INC0.62%
FFFAXFidelity Freedom Retirement Fund0.24%
PFIFXSAM Flexible Income Portfolio1.80%
GIOSXGuggenheim Macro Opportunities Fund0.93%
JHYUXJPMorgan High Yield Fund0.50%
LCFVXLord Abbett Convertible Fund0.82%
CCVCXCalamos Convertible Fund0.88%
FAUDXStrategic Advisers Short Duration Fund0.20%
BCOSXBaird Core Plus Bond Fund0.55%
FAGIXFidelity Capital and Income Fund0.90%
LDLAXLord Abbett Short Duration Income Fund0.83%
MCOAXNYLI MacKay Convertible Fund0.94%
PTOAXPIMCO StocksPLUS Absolute Return Fund1.35%
FAPIXFidelity Freedom Index Retirement Fund0.05%
LQDiShares iBoxx $ Investment Grade Corporate Bond ETF0.14%
RBBAXColumbia Income Builder Fund0.97%
PGCAXPIMCO Investment Grade Credit Bond Fund1.34%
VWEAXVANGUARD HIGH-YIELD CORPORATE FUND0.22%
RNDLXRiverNorth/DoubleLine Strategic Income Fund1.77%
CMBKXAmerican Funds Multi-Sector Income Fund0.70%
PHYAXPIMCO High Yield Fund0.85%
PRVDXVersatile Bond Portfolio0.90%
GSOPXGoldman Sachs Dynamic Bond Fund0.77%
WAPSXWestern Asset Core Plus Bond Fund0.42%
SBFCXVictory Investment Grade Convertible Fund1.10%
TAIBXPGIM Core Bond Fund0.96%
FFFCXFidelity Freedom 2010 Fund0.46%
EIBRXEaton Vance Income Fund of Boston0.66%
IIFAXVoya Balanced Income Portfolio1.21%
PSPAXPIMCO StocksPLUS Fund1.10%
BBTBXBridge Builder Core Bond Fund0.12%
ANBAXAmerican Funds Strategic Bond Fund0.31%
JAFLXJanus Henderson Flexible Bond Portfolio$1M min0.82%
SPSBSPDR Portfolio Short Term Corporate Bond ETF0.04%
PCNBXPutnam Convertible Securities Fund0.68%
WSDAXWESTWOOD MULTI-ASSET INCOME FUND0.89%
AFRFXInvesco Floating Rate ESG Fund0.72%
FSHNXFidelity Series High Income Fund0.12%
MSTRXMorningstar Total Return Bond Fund$1M min0.55%
SBTTXTax-Aware Overlay B Portfolio0.76%
FATUXFidelity Freedom Index 2010 Fund0.04%
GFRAXGoldman Sachs High Yield Floating Rate Fund0.72%
DLDZXDestinations Low Duration Fixed Income Fund0.79%
HYSAXPGIM Short Duration High Yield Income Fund1.00%
BSBSXBaird Short-Term Bond Fund0.55%
FFRAXFidelity Advisor Floating Rate High Income Fund0.73%
EARRXShort Duration Inflation-Protected Income Fund1.10%
NRSIXNeuberger Berman Strategic Income Fund0.51%
VCOBXVANGUARD CORE BOND FUND0.10%
LGBNXLoomis Sayles Investment Grade Bond Fund0.44%
FSHGXFidelity SAI High Income Fund0.71%
STYAXAllspring Core Plus Bond Fund0.67%
USHYiShares Broad USD High Yield Corporate Bond ETF0.15%
APDFXArtisan High Income Fund0.80%
JSDUXJPMorgan Short Duration Bond Fund0.28%
QHI2QVIP High Income Portfolio0.91%
FIKMXFidelity Real Estate Income Fund0.66%
FTKFXFidelity Total Bond K6 Fund0.30%
JAHYXJanus Henderson High-Yield Fund0.94%
MHYSXNYLI MacKay High Yield Corporate Bond Fund0.56%
TSRSXThornburg Strategic Income Fund0.53%
MHIKXMFS High Income Fund0.52%
USIGiShares Broad USD Investment Grade Corporate Bond ETF0.04%
ACPSXInvesco Core Plus Bond Fund0.79%
FIHAXFederated Hermes Institutional High Yield Bond Fund0.75%
PIFRXPutnam Income Fund0.45%
CCBFXCapital Group Central Corporate Bond Fund
FTRBFederated Hermes Total Return Bond ETF0.39%
MRBBXMFS Total Return Bond Fund0.60%
BUBSXBaird Ultra Short Bond Fund0.40%
TRKZXT. Rowe Price High Yield Fund, Inc.0.60%
AVEFXAVE MARIA BOND FUND0.42%
FATVXFidelity Freedom Index 2015 Fund0.04%

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