Morningstar

Brigade High Income Fund Founders Class BHIMX

Morningstar Medalist Rating
Medalist Rating as of | See Brigade Investment Hub
  • NAV / 1-Day Return 9.82  /  0.00
  • Total Assets 1.1B
  • Adj. Expense Ratio
    0.530%
  • Expense Ratio 0.520%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 25M
  • Status Open
  • TTM Yield 8.69%
  • Effective Duration —

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:31 AM GMT+0

Morningstar’s Analysis BHIMX

Will BHIMX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BHIMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BHIMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BHIMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Brigade High Income Founders holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings BHIMX

More BHIMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

State Street Instl US Govt MMkt Premier

3.66 38M
Cash and Equivalents

Akumin Inc. 9.75%

1.25 13M
Corporate

CCO Holdings, LLC/ CCO Holdings Capital Corp. 4.25%

0.82 9M
Corporate

Grubhub Holdings Inc 13%

0.81 8M
Corporate

Pluto Acquisition I, Inc.

0.81 8M
Corporate

Envision Healthcare Corp.

0.78 8M
—

Global Medical Response Tl B

0.73 8M
Corporate

Avaya Inc.

0.73 8M
Corporate

Genesis Energy LP & Genesis Energy Finance Corp. 8%

0.68 7M
Corporate

Rain Carbon Inc 12.25%

0.67 7M
Corporate

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