Holbrook Income Financial Statements From 2010 to 2024
| HOBAX Fund | USD 9.84 0.02 0.20% |
Check Holbrook Income financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Holbrook Income's main balance sheet or income statement drivers, such as , as well as many indicators such as . Holbrook financial statements analysis is a perfect complement when working with Holbrook Income Valuation or Volatility modules.
Holbrook |
Holbrook Income Mutual Fund Bond Positions Weight Analysis
Holbrook Income's Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Current Holbrook Income Bond Positions Weight | 8.23 % |
Most of Holbrook Income's fundamental indicators, such as Bond Positions Weight, 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, Holbrook Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
| Competition |
In accordance with the recently published financial statements, Holbrook Income has a Bond Positions Weight of 8.23%. This is much higher than that of the Holbrook Holdings family and significantly higher than that of the Short-Term Bond category. The bond positions weight for all United States funds is notably lower than that of the firm.
Holbrook Income Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Holbrook Income's current stock value. Our valuation model uses many indicators to compare Holbrook Income value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Holbrook Income competition to find correlations between indicators driving Holbrook Income's intrinsic value. More Info.Holbrook Income is one of the top funds in net asset among similar funds. It also is one of the top funds in cash position weight among similar funds . The ratio of Net Asset to Cash Position Weight for Holbrook Income is about 404,104,072 . 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 Holbrook Income's earnings, one of the primary drivers of an investment's value.About Holbrook Income Financial Statements
Holbrook Income investors use historical fundamental indicators, such as Holbrook Income'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 Holbrook Income. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets, including any borrowings for investment purposes, in a diversified portfolio of fixed income instruments. It will allocate up to 100 percent of its portfolio in fixed income securities through direct investments or through the purchase of closed end investment companies, exchange-traded and open-end investment companies funds that invest primarily in income producing securities.
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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 Holbrook Mutual Fund
Holbrook Income financial ratios help investors to determine whether Holbrook 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 Holbrook with respect to the benefits of owning Holbrook Income security.
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