Bramshill Income is trading at 9.91 as of the 28th of November 2024; that is 0.30 percent up since the beginning of the trading day. The fund's open price was 9.88. Bramshill Income has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Bramshill Income Performance are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
The funds investments are comprised of a tactical portfolio of income-producing securities, including up to 80 percent in investment grade corporate bonds and up to 40 percent in high yield bonds . It may also invest up to 70 percent in preferred stocks, up to 80 percent in U.S. More on Bramshill Income Performance
Bramshill Income Performance [BRMSX] is traded in USA and was established 28th of November 2024. Bramshill Income is listed under Bramshill Investments category by Fama And French industry classification. The fund is listed under Nontraditional Bond category and is part of Bramshill Investments family. This fund currently has accumulated 730.42 M in assets under management (AUM) with minimum initial investment of 100 K. Bramshill Income Per is currently producing year-to-date (YTD) return of 4.05% with the current yeild of 0.04%, while the total return for the last 3 years was 1.69%.
Check Bramshill Income Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Bramshill Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Bramshill Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Bramshill Income Performance Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Bramshill Income Performance Mutual Fund Constituents
Other Information on Investing in Bramshill Mutual Fund
Bramshill Income financial ratios help investors to determine whether Bramshill 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 Bramshill with respect to the benefits of owning Bramshill Income security.