About BRMSX
The Bramshill Income Performance Fund Institutional Class is an actively managed mutual fund focusing on fixed income investments. Its primary objective is to maximize total return by tactically allocating assets across a diverse range of income-producing securities, including investment grade and high-yield corporate bonds, preferred securities, municipal bonds, and U.S. Treasuries. The fund employs a flexible strategy, allowing it to adjust sector allocations and risk exposure in response to shifting credit market conditions. This approach is designed to capture opportunities during favorable environments and to protect capital when market risks rise. Managed with a focus on fundamental credit and relative value analysis, the portfolio emphasizes liquidity, transparency, and actively traded securities, striving to maintain an investment grade profile. The fund’s nontraditional approach means it is not benchmark-dependent and seeks to provide a highly liquid investment option for institutional investors. The Bramshill Income Performance Fund plays a notable role for investors seeking diversified fixed income exposure with active risk management, and it is overseen by experienced managers at Bramshill Investments.
Fund Family Bramshill Investments
Category Nontraditional Bond
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol BRMSX
Share Class Institutional Class
Index Bloomberg U.S. Aggregate Bond TR
BRMSX had a total return of 2.75% in the past year, including dividends.
Since the fund's inception, the average annual return has been 3.02%.
