Holbrook Holdings Launches Holbrook Total Return Fund, Regulatory AUM Surpasses $2.85 Billion, and Celebrates 5‑Star Morningstar® Rating for Structured Income Fund
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Holbrook Holdings announces three major milestones: the launch of their new Holbrook Total Return Fund (HOTIX), AUM growth exceeding $2.85 billion, and a 5-Star Morningstar Rating for their Structured Income Fund (HOSIX). The new Total Return Fund is an intermediate core-plus fixed income strategy focusing on risk-adjusted returns across market conditions, featuring longer duration and greater interest rate sensitivity compared to their existing funds. The company's Structured Income Fund (HOSIX) achieved its three-year track record and joins the Holbrook Income Fund (HOBIX) as their second 5-star-rated fund, demonstrating strong portfolio performance and growing investor confidence.
Holbrook Holdings annuncia tre importanti traguardi: il lancio del nuovo Holbrook Total Return Fund (HOTIX), una crescita degli asset under management (AUM) superiore a 2,85 miliardi di dollari e un Rating 5 Stelle Morningstar per il loro Structured Income Fund (HOSIX). Il nuovo Total Return Fund è una strategia obbligazionaria core-plus a durata intermedia, focalizzata su rendimenti aggiustati per il rischio in diverse condizioni di mercato, caratterizzata da una durata più lunga e una maggiore sensibilità ai tassi di interesse rispetto ai fondi esistenti. Il Structured Income Fund (HOSIX) ha raggiunto il traguardo dei tre anni di performance e si unisce all'Holbrook Income Fund (HOBIX) come secondo fondo con rating 5 stelle, dimostrando una solida performance di portafoglio e una crescente fiducia degli investitori.
Holbrook Holdings anuncia tres hitos importantes: el lanzamiento de su nuevo Holbrook Total Return Fund (HOTIX), un crecimiento de activos bajo gestión (AUM) que supera los 2.85 mil millones de dólares y una calificación de 5 estrellas Morningstar para su Structured Income Fund (HOSIX). El nuevo Total Return Fund es una estrategia de renta fija core-plus de duración intermedia, enfocada en rendimientos ajustados al riesgo en diferentes condiciones de mercado, con una duración más larga y mayor sensibilidad a las tasas de interés en comparación con sus fondos existentes. El Structured Income Fund (HOSIX) alcanzó su historial de tres años y se une al Holbrook Income Fund (HOBIX) como su segundo fondo con calificación de 5 estrellas, demostrando un sólido desempeño de cartera y una creciente confianza de los inversores.
홀브룩 홀딩스는 세 가지 주요 이정표를 발표했습니다: 새로운 홀브룩 토탈 리턴 펀드(HOTIX)의 출시, 28억 5천만 달러를 초과하는 운용자산(AUM) 성장, 그리고 구조화 수익 펀드(HOSIX)에 대한 모닝스타 5성 등급 획득입니다. 새로운 토탈 리턴 펀드는 중간 기간의 코어 플러스 고정 수입 전략으로, 시장 상황에 따른 위험 조정 수익에 중점을 두며 기존 펀드보다 더 긴 듀레이션과 높은 금리 민감도를 특징으로 합니다. 구조화 수익 펀드(HOSIX)는 3년 실적을 달성했으며, 홀브룩 인컴 펀드(HOBIX)에 이어 두 번째 5성 등급 펀드로 합류하여 강력한 포트폴리오 성과와 투자자 신뢰 증가를 입증했습니다.
Holbrook Holdings annonce trois étapes majeures : le lancement de leur nouveau Holbrook Total Return Fund (HOTIX), une croissance des actifs sous gestion (AUM) dépassant 2,85 milliards de dollars, et une note 5 étoiles Morningstar pour leur Structured Income Fund (HOSIX). Le nouveau Total Return Fund est une stratégie obligataire core-plus à durée intermédiaire, axée sur les rendements ajustés au risque dans différentes conditions de marché, avec une duration plus longue et une sensibilité accrue aux taux d'intérêt par rapport à leurs fonds existants. Le Structured Income Fund (HOSIX) a atteint son historique de trois ans et rejoint le Holbrook Income Fund (HOBIX) en tant que deuxième fonds noté 5 étoiles, démontrant une solide performance de portefeuille et une confiance croissante des investisseurs.
Holbrook Holdings gibt drei bedeutende Meilensteine bekannt: die Einführung ihres neuen Holbrook Total Return Fund (HOTIX), ein Vermögenswachstum (AUM) von über 2,85 Milliarden US-Dollar und eine 5-Sterne-Morningstar-Bewertung für ihren Structured Income Fund (HOSIX). Der neue Total Return Fund ist eine Core-Plus-Anleihenstrategie mit mittlerer Laufzeit, die sich auf risikoadjustierte Renditen unter verschiedenen Marktbedingungen konzentriert und im Vergleich zu den bestehenden Fonds eine längere Duration sowie eine höhere Zinsanfälligkeit aufweist. Der Structured Income Fund (HOSIX) hat seine dreijährige Erfolgsbilanz erreicht und reiht sich neben dem Holbrook Income Fund (HOBIX) als zweiter 5-Sterne-bewerteter Fonds ein, was eine starke Portfolioleistung und zunehmendes Anlegervertrauen zeigt.
Positive
- AUM growth to $2.85 billion demonstrates strong investor confidence and market presence
- Two funds have achieved prestigious 5-Star Morningstar Ratings
- Launch of new Total Return Fund expands product offering and market reach
- Three-year successful track record achieved for Structured Income Fund
Negative
- New Total Return Fund has greater interest rate sensitivity, potentially increasing risk exposure
- Launch of the Holbrook Total Return Fund (Ticker: HOTIX), an intermediate core-plus fixed income strategy designed to pursue attractive risk-adjusted returns across varying market conditions.
- Company assets under management (AUM) have exceeded
$2.85 billion - The Holbrook Structured Income Fund (Ticker: HOSIX), a multisector bond fund, has achieved its three-year track record and earned a prestigious 5-Star Overall Morningstar Rating™ (Multisector Bond category, as of May 31) based on risk-adjusted returns. It now joins the Holbrook Income Fund (Ticker: HOBIX) as the company's second 5-star-rated fund.
"Each of these accomplishments reflects the strength of our investment philosophy and our team's relentless focus on delivering outcomes that matter to our clients," said Scott Carmack, Chief Executive Officer of Holbrook Holdings. "We are honored to be recognized by Morningstar and excited to expand our offerings with the Holbrook Total Return Fund."
The newly launched Holbrook Total Return Fund is designed to complement the firm's existing lineup by offering an active approach that adapts to macroeconomic trends while remaining grounded in rigorous credit and duration management. It employs similar strategies to the firm's other funds but with a longer duration and greater interest rate sensitivity.
For more information about Holbrook Holdings and its suite of investment solutions, please visit www.holbrookholdings.com.
About Holbrook Holdings
Holbrook Holdings is an independent investment advisory firm specializing in fixed income and total return strategies. With a mission to provide income-focused solutions rooted in transparency and adaptability, Holbrook serves financial professionals and investors nationwide through its three mutual funds.
The Morningstar Rating™ is for the I-share class and is based on risk-adjusted returns. Ratings may change monthly. Past performance does not guarantee future results. Investors should carefully consider investment objectives, risks, charges, and expenses before investing.
View original content:SOURCE Holbrook Holdings, Inc.
FAQ
What is the ticker symbol for Holbrook's new Total Return Fund?
The ticker symbol for Holbrook's new Total Return Fund is HOTIX
How much is Holbrook Holdings' current AUM as of June 2025?
Holbrook Holdings' assets under management (AUM) have exceeded $2.85 billion
Which Holbrook funds have received 5-Star Morningstar Ratings?
Both the Holbrook Structured Income Fund (HOSIX) and the Holbrook Income Fund (HOBIX) have received 5-Star Morningstar Ratings
What type of investment strategy does the new Holbrook Total Return Fund (HOTIX) employ?
HOTIX is an intermediate core-plus fixed income strategy that uses active management to adapt to macroeconomic trends, with longer duration and greater interest rate sensitivity than other Holbrook funds
When did the Holbrook Structured Income Fund (HOSIX) receive its 5-Star Morningstar Rating?
HOSIX received its 5-Star Overall Morningstar Rating as of May 31, 2025, after achieving its three-year track record
HOBIX