Holbrook Mutual Fund Quote


USD 10.08  0.01  0.1%   

Market Performance
0 of 100
Odds Of Distress
Less than 1
Holbrook Income is trading at 10.08 as of the 2nd of July 2022; that is 0.1% increase since the beginning of the trading day. The fund's open price was 10.07. Holbrook Income has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Holbrook Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 12th of July 2020 and ending today, the 2nd of July 2022. 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. Holbrook Income is traded on NASDAQ Exchange in the United States. More on Holbrook Income

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Holbrook Income Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. Holbrook Income's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Holbrook Income or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Holbrook Income generated a negative expected return over the last 90 days
Holbrook Income is unlikely to experience financial distress in the next 2 years
The fund retains about 8.51% of its assets under management (AUM) in fixed income securities
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Holbrook Income's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Cautious HoldFairly Valued
Startdate6th of July 2016
Holbrook Income [HOBAX] is traded in USA and was established 2nd of July 2022. The fund is listed under Short-Term Bond category and is part of Holbrook Holdings family. Holbrook Income currently has accumulated 742.22 M in assets under management (AUM) with no minimum investment requirements
Check Holbrook Income Probability Of Bankruptcy

Instrument Allocation

Top Holbrook Income Constituents

Holbrook Income Target Price Odds Analysis

What are Holbrook Income's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Holbrook Income jumping above the current price in 90 days from now is about 87.84%. The Holbrook Income probability density function shows the probability of Holbrook Income mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Holbrook Income has a beta of 0.0084. This usually indicates as returns on the market go up, Holbrook Income average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Holbrook Income will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Holbrook Income is significantly underperforming DOW.
  Odds Below 10.08HorizonTargetOdds Above 10.08
11.57%90 days
Based on a normal probability distribution, the odds of Holbrook Income to move above the current price in 90 days from now is about 87.84 (This Holbrook Income probability density function shows the probability of Holbrook Mutual Fund to fall within a particular range of prices over 90 days) .

Holbrook Income Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Holbrook Income market risk premium is the additional return an investor will receive from holding Holbrook Income long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Holbrook Income. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Holbrook Income's alpha and beta are two of the key measurements used to evaluate Holbrook Income's performance over the market, the standard measures of volatility play an important role as well.

Holbrook Income Against Markets

Picking the right benchmark for Holbrook Income mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Holbrook Income mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Holbrook Income is critical whether you are bullish or bearish towards Holbrook Income at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Holbrook Income without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Investing Holbrook Income

You need to understand the risk of investing before taking a position in Holbrook Income. The danger of trading Holbrook Income is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Holbrook Income is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Holbrook Income. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Holbrook Income is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Please check Risk vs Return Analysis. Note that the Holbrook Income information on this page should be used as a complementary analysis to other Holbrook Income's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.

Complementary Tools for Holbrook Mutual Fund analysis

When running Holbrook Income price analysis, check to measure Holbrook Income's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Holbrook Income is operating at the current time. Most of Holbrook Income's value examination focuses on studying past and present price action to predict the probability of Holbrook Income's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Holbrook Income's price. Additionally, you may evaluate how the addition of Holbrook Income to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Holbrook Income's value and its price as these two are different measures arrived at by different means. Investors typically determine Holbrook Income value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Holbrook Income's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.