Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Holbrook Holdings Mutual Funds
View all of Holbrook Holdings’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Holbrook Holdings Funds List
The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.
Share Class Type
1 to 3 of 3 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
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|---|---|---|---|---|---|---|---|---|---|---|
| Holbrook Income A | HOBAX | Short-Term Bond | — | 3.71% | 1 | 1.380% | High | Front Load | $2,500 | |
| Holbrook Income I | HOBIX | Short-Term Bond | — | 3.78% | 1 | 1.130% | High | Institutional | $100,000 | |
| Holbrook Income Investor | HOBEX | Short-Term Bond | — | 3.61% | 1 | 1.630% | High | Level Load | $2,500 |
Holbrook Holdings Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank