Holbrook Income Fund Quote

HOBIX Fund  USD 9.71  0.01  0.10%   

Performance

9 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Holbrook Income is trading at 9.71 as of the 19th of January 2025; that is 0.10 percent increase since the beginning of the trading day. The fund's open price was 9.7. Holbrook Income has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 19th of January 2025. Click here to learn more.
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.. More on Holbrook Income Fund

Moving together with Holbrook Mutual Fund

  1.0HOBAX Holbrook IncomePairCorr
  1.0HOBEX Holbrook IncomePairCorr
  0.78HOSAX Holbrook StructuredPairCorr
  0.74HOSIX Holbrook StructuredPairCorr
  0.76HOSTX Holbrook StructuredPairCorr

Holbrook Mutual Fund Highlights

Fund ConcentrationHolbrook Holdings Funds, Short-Term Bond Funds, Short-Term Bond, Holbrook Holdings (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date31st of August 2022
Fiscal Year EndApril
Holbrook Income Fund [HOBIX] is traded in USA and was established 19th of January 2025. 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 1.12 B in assets under management (AUM) with minimum initial investment of 100 K. Holbrook Income is currently producing year-to-date (YTD) return of 0.76% with the current yeild of 0.0%, while the total return for the last 3 years was 4.04%.
Check Holbrook Income Probability Of Bankruptcy

Instrument Allocation

Top Holbrook Income Fund Mutual Fund Constituents

TBFProShares Short 20EtfTrading--Inverse Debt
TBTProShares UltraShort 20EtfTrading--Inverse Debt
More Details

Holbrook Income Risk Profiles

Holbrook Income Against Markets

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.
Price Ceiling Movement
Calculate and plot Price Ceiling Movement for different equity instruments
Earnings Calls
Check upcoming earnings announcements updated hourly across public exchanges
Portfolio Volatility
Check portfolio volatility and analyze historical return density to properly model market risk
Balance Of Power
Check stock momentum by analyzing Balance Of Power indicator and other technical ratios