Barrow Hanley Financial Statements From 2010 to 2024

BVOIX Fund  USD 11.99  0.03  0.25%   
Barrow Hanley financial statements provide useful quarterly and yearly information to potential Barrow Hanley Value investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Barrow Hanley financial statements helps investors assess Barrow Hanley's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Barrow Hanley's valuation are summarized below:
Barrow Hanley Value does not presently have any fundamental signals for analysis.
Check Barrow Hanley financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Barrow Hanley's main balance sheet or income statement drivers, such as , as well as many indicators such as . Barrow financial statements analysis is a perfect complement when working with Barrow Hanley Valuation or Volatility modules.
  
This module can also supplement various Barrow Hanley Technical models . Check out the analysis of Barrow Hanley Correlation against competitors.

Barrow Hanley Value Mutual Fund Net Asset Analysis

Barrow Hanley's Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.

Net Asset

 = 

Current Market Value

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Current Liabilities

More About Net Asset | All Equity Analysis

Current Barrow Hanley Net Asset

    
  91.01 M  
Most of Barrow Hanley's fundamental indicators, such as Net Asset, 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 Value is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Competition

Based on the recorded statements, Barrow Hanley Value has a Net Asset of 91.01 M. This is much higher than that of the Perpetual Funds family and significantly higher than that of the Large Value category. The net asset for all United States funds is notably lower than that of the firm.

Barrow Hanley Value 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 Value 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  2,608  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.

About Barrow Hanley Financial Statements

Barrow Hanley investors use historical fundamental indicators, such as Barrow Hanley's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Barrow Hanley. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in securities issued by U.S. companies. The fund invests primarily in a portfolio of equity securities issued by large, middle, and small capitalization U.S. companies and may also invest in convertible securities, preferred stock, real estate investment trusts and American Depositary Receipts .

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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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