Holbrook Income Fund Quote

HOBEX Fund  USD 9.86  0.01  0.10%   

Performance

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Odds Of Distress

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Low
Holbrook Income is trading at 9.86 as of the 14th of February 2026; that is 0.10 percent up since the beginning of the trading day. The fund's open price was 9.85. Holbrook Income has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a fair performance during the last 90 days. The performance scores are derived for the period starting the 16th of November 2025 and ending today, the 14th of February 2026. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in a diversified portfolio of fixed income instruments. In seeking to achieve its investment objective, the fund will allocate up to 100 percent of its portfolio in fixed income securities. More on Holbrook Income Fund

Moving together with Holbrook Mutual Fund

  0.99HOBAX Holbrook IncomePairCorr
  0.96HOBIX Holbrook IncomePairCorr
  0.91HOSAX Holbrook StructuredPairCorr
  0.93HOSIX Holbrook StructuredPairCorr
  0.93HOSTX Holbrook StructuredPairCorr

Holbrook Mutual Fund Highlights

Fund ConcentrationHolbrook Holdings Funds, Large Funds, Short-Term Bond Funds, Short-Term Bond, Holbrook Holdings (View all Sectors)
Update Date31st of December 2025
Expense Ratio Date31st of August 2025
Fiscal Year EndApril
Holbrook Income Fund [HOBEX] is traded in USA and was established 14th of February 2026. Holbrook Income is listed under Holbrook Holdings category by Fama And French industry classification. The fund is listed under Short-Term Bond category and is part of Holbrook Holdings family. This fund currently has accumulated 3.35 B in assets under management (AUM) with no minimum investment requirementsHolbrook Income is currently producing year-to-date (YTD) return of 0.53% with the current yeild of 0.06%, while the total return for the last 3 years was 6.51%.
Check Holbrook Income Probability Of Bankruptcy

Instrument Allocation

Holbrook Income Risk Profiles

Holbrook Income Against Markets

Holbrook Mutual Fund Analysis Notes

The fund retains about 8.23% of assets under management (AUM) in fixed income securities. Holbrook Income last dividend was 0.03 per share. Large To learn more about Holbrook Income Fund call the company at 877-345-8646.

Holbrook Income Investment Alerts

The fund retains about 8.23% of its assets under management (AUM) in fixed income securities

Top Holbrook Income Fund Mutual Fund Constituents

Holbrook Income Outstanding Bonds

Holbrook Income issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Holbrook Income uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Holbrook bonds can be classified according to their maturity, which is the date when Holbrook Income Fund has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Holbrook Income Predictive Daily Indicators

Holbrook Income intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Holbrook Income mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Holbrook Income Forecast Models

Holbrook Income's time-series forecasting models are one of many Holbrook Income's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Holbrook Income's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

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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