BEOIX – Barrow Hanley Concentrated EM ESG Opps I Investment Strategy | Morningstar

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Strategy

The investment seeks long term capital appreciation and consistent income. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in securities of companies located in emerging market countries and instruments with economic characteristics similar to such securities. The fund may invest in the securities of companies located in China, including A Shares of such companies that trade on the Shanghai Stock Exchange and the Shenzhen Stock Exchange through the Shanghai – Hong Kong and Shenzhen – Hong Kong Stock Connect programs.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BEOIX	Barrow Hanley Concentrated Emerging Markets ESG Opportunities Fund I Shares	Institutional	Open			Apr 12, 2022	$11.26M	1.040%	Above Average	$100,000	$541,023.56

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