Holbrook Holdings Launches Holbrook Total Return Fund, Regulatory AUM Surpasses $2.85 Billion, and Celebrates 5‑Star Morningstar® Rating for Structured Income Fund
ATLANTA, June 4, 2025 /PRNewswire/ -- Holbrook Holdings, an investment management firm known for delivering innovative income strategies, is proud to announce a trio of significant milestones:
- 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, reflecting growing investor confidence and consistent portfolio performance.
- 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.