The Bowen, Hanes Total Return Fund is a Collective Investment Trust (CIT) that was established in 2019 to meet the needs of tax qualified, employer sponsored retirement programs such as 401k and 357 plans. Like a mutual fund, the BHTRF is a pooled investment vehicle that combines the assets of multiple institutional investors into a single, diversified portfolio. 

 

The fund currently has a four star rating from Morningstar.

 

Plan sponsors can include the BHTRF as a part of a customized investment menu.