Holbrook Bond Positions Weight

HOBAX
 Fund
  

USD 10.07  0.01  0.1%   

Holbrook Income fundamentals help investors to digest information that contributes to Holbrook Income's financial success or failures. It also enables traders to predict the movement of Holbrook Mutual Fund. The fundamental analysis module provides a way to measure Holbrook Income's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Holbrook Income mutual fund. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  
Refresh

Holbrook 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.
Bond Percentage 
 = 
% of Bonds 
 
in the fund 
More About Bond Positions Weight | All Equity Analysis

Current Holbrook Income Bond Positions Weight

    
  8.51 %  
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.
Compare to competition

Holbrook Income Bond Positions Weight Component Assessment

In accordance with the recently published financial statements, Holbrook Income has a Bond Positions Weight of 8.51%. 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.

Did you try this?

Run Earnings Calls Now

   

Earnings Calls

Check upcoming earnings announcements updated hourly across public exchanges
All  Next Launch Module

Fund Asset Allocation for Holbrook Income

The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in bonds and cash equivalents.
 Value 
      Instrument Type 

Holbrook Fundamentals

About Holbrook Income Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Holbrook Income's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Holbrook Income using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Holbrook Income based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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.

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.

Did you try this?

Run Risk-Return Analysis Now

   

Risk-Return Analysis

View associations between returns expected from investment and the risk you assume
All  Next Launch Module

Becoming a Better Investor with Macroaxis

Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Holbrook Income using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.

Build Optimal Portfolios

Align your risk with return expectations

Fix your portfolio
By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
Please check Holbrook Income Piotroski F Score and Holbrook Income Altman Z Score 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 Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..

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.
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Go
Balance Of Power
Check stock momentum by analyzing Balance Of Power indicator and other technical ratios
Go
Transaction History
View history of all your transactions and understand their impact on performance
Go
Price Transformation
Use Price Transformation models to analyze depth of different equity instruments across global markets
Go
Sync Your Broker
Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors.
Go
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.