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Fund holdings profileCurrent N-PORT coverage

Barrow Hanley Total Return Bond Fund

As of February 25, 2026Source: SEC Form N-PORT, CIK 1830437
Latest answer
As of the reporting period ending September 30, 2026, Barrow Hanley Total Return Bond Fund reported 150 structured-finance (asset-backed) positions totaling $84.6M, 48.4% of its $174.8M SEC Form N-PORT portfolio.
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Barrow Hanley Total Return Bond Fund: Structured-Finance Exposure#

Quick Answer: Structured-Finance Holdings

As of the reporting period ending September 30, 2026, Barrow Hanley Total Return Bond Fund reported 150 structured-finance (asset-backed) positions totaling $84.6M, 48.4% of its $174.8M SEC Form N-PORT portfolio.

Source: SEC Form N-PORT (CIK 1830437)Reporting period ending September 30, 2026License: CC BY 4.0. Cite as DealCharts, dealcharts.org.Facts JSON

What structured-finance securities does Barrow Hanley Total Return Bond Fund hold?

Barrow Hanley Total Return Bond Fund reported 150 structured-finance (asset-backed) positions totaling $84.6M, 48.4% of its $174.8M portfolio, as of the reporting period ending September 30, 2026 (SEC Form N-PORT). Breakdown by type: mortgage-backed securities (ABS-MBS): 125 positions ($73.7M, 42.1%); other asset-backed securities (ABS-O): 25 positions ($11.0M, 6.3%).

What is Barrow Hanley Total Return Bond Fund's asset-backed / mortgage-backed securities (ABS/MBS) exposure?

Barrow Hanley Total Return Bond Fund's structured-finance (ABS/MBS) exposure is $84.6M across 150 positions, or 48.4% of the $174.8M portfolio, as of the reporting period ending September 30, 2026.

As of when is Barrow Hanley Total Return Bond Fund's structured-finance holdings data reported?

This reflects Barrow Hanley Total Return Bond Fund's most recent SEC Form N-PORT filing, filed February 25, 2026, covering the reporting period ending September 30, 2026. Figures are point-in-time holdings as reported to the SEC.

Where can I get Barrow Hanley Total Return Bond Fund's structured-finance holdings data?

Barrow Hanley Total Return Bond Fund's holdings are sourced from its SEC Form N-PORT filing (SEC CIK 1830437) and republished by DealCharts as structured, machine-readable data through the Facts JSON endpoint linked on this page. The data is free to reuse under a Creative Commons Attribution 4.0 (CC BY 4.0) license. Cite as DealCharts (dealcharts.org).

Does DealCharts track Barrow Hanley Total Return Bond Fund's latest news, products, partnerships, or leadership changes?

No. DealCharts covers Barrow Hanley Total Return Bond Fund's structured-finance holdings and exposure derived from SEC Form N-PORT filings, not corporate news, product launches, partnerships, acquisitions, earnings, or executive changes. For those, consult the fund sponsor's own disclosures or SEC EDGAR full-text filings.

Fund Overview

Fund NameBarrow Hanley Total Return Bond Fund
Fund LEI
254900ACK4902XAY5L92
CIK1830437
Fund ID
S000084918

Fund Metrics

Portfolio summary and asset distribution sourced from SEC NPORT-P filings.

Portfolio Summary

Total Value
$174,778,221
Total Positions
219
Average Position Size
$798,074

Asset Distribution

Filing Date
February 25, 2026
Report Date
September 30, 2026

Holdings

All portfolio holdings for this fund, sourced from the most recent NPORT-P filing on SEC EDGAR.
Preview the largest reported positions from 219 total holdings, or open the complete machine-readable file.
Open complete JSON →

Context & Commentary#

Expert analysis, research, and commentary from verified entities and contributors.

Portfolio Context

This profile reflects Barrow Hanley Total Return Bond Fund's most recent SEC Form N-PORT filing, dated February 25, 2026, covering the reporting period ending September 30, 2026.

Barrow Hanley Total Return Bond Fund reported 219 portfolio positions with a total reported market value of $174.8M as of the reporting period ending September 30, 2026, an average of $798.1K per position.

By reported market value, the portfolio was predominantly fixed-income-oriented (51.4% of holdings).

The largest reported asset categories were debt (51.4%), mortgage-backed securities (ABS-MBS) (42.1%), and other asset-backed securities (ABS-O) (6.3%).

The single largest asset category, debt, accounted for 51.4% of reported market value across 68 positions.

Auto-generated from this fund's SEC Form N-PORT filing data. Figures are point-in-time as reported.

Entity Statements

Regulatory context

Recent SEC Filing Activity

DealCharts currently indexes the latest NPORT-P holdings filing for this fund and links to official SEC EDGAR results for related shareholder and prospectus filings.
Form
NPORT-P
Filing date
February 25, 2026
Report period
September 30, 2026
SEC CIK
1830437
Official SEC EDGAR links
Latest indexed NPORT-P filingNPORT-P holdingsN-CSR reports497K prospectusFund facts JSON

External Analysis

Datasets & API#

Access the raw data behind this fund page through multiple channels: REST API or direct downloads.
Facts APIMachine-readable fund facts: holdings, positions, and metadata. No API key required.
Structured Facts (JSON-LD)Machine-readable facts for LLMs, research, and automation.
{
  "fund_name": "Barrow Hanley Total Return Bond Fund",
  "fund_lei": "254900ACK4902XAY5L92",
  "total_holdings": 219,
  "total_value": 174778220.58,
  "asset_types": [],
  "filing_date": "2026-02-25"
}
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