About BDKAX
Bramshill Multi-Strategy Income Fund Class A Shares is a mutual fund designed to provide investors with a diversified approach to generating income, primarily through investments in securitized products. The fund's primary function is to seek total return with an emphasis on current income, employing a flexible multi-sector bond strategy. Its portfolio is built around asset-backed securities, including those backed by residential and commercial mortgages, consumer loans, and corporate debt, aiming for both stability and the potential for capital appreciation.
This fund is actively managed, applying in-depth fundamental analysis to assess opportunities within the structured credit markets. It distinguishes itself through a low correlation to traditional fixed income assets, making it attractive for portfolio diversification. The fund typically analyzes macroeconomic factors such as interest rates and market volatility when constructing its holdings, and it distributes income to shareholders on a monthly basis. As part of the US Fund Multisector Bond category, Bramshill Multi-Strategy Income Fund plays a significant role for investors seeking exposure beyond conventional bonds, particularly those interested in a mix of credit and structured product allocations to optimize risk and income.
Fund Family Liberty Street
Category Multisector Bond
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol BDKAX
Share Class Class A Shares
Index Bloomberg U.S. Aggregate Bond TR
BDKAX had a total return of 3.85% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.33%.
