Holbrook Structured Income A (HOSAX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
9.74
0.00 (0.00%)
At close: Apr 2, 2026
Fund Assetsn/a
Expense Ration/a
Min. Investmentn/a
Turnovern/a
Dividend (ttm)n/a
Dividend Yieldn/a
Dividend Growthn/a
Payout Frequencyn/a
Ex-Dividend Daten/a
Previous Close9.74
YTD Return0.56%
1-Year Return5.12%
5-Year Returnn/a
52-Week Low9.73
52-Week High9.84
Beta (5Y)n/a
Holdings34
Inception Daten/a

About HOSAX

Ticker Symbol HOSAX

Performance

HOSAX had a total return of 5.12% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.89%.

Top 10 Holdings

44.68% of assets
NameSymbolWeight
APRES STATIC CLO LTD - APRES 2019-1A DRAPRES.2019-1A DR4.84%
CAPITAL FUNDING MULTIFAMILY MORTGAGE TRUST-MF05 - MCFMT 2022-MF05 BMCFMT.2022-MF05 B4.79%
CAPITAL FUNDING MULTIFAMILY MORTGAGE TRUST-MF03 - MCFMT 2022-MF03 BMCFMT.2022-MF03 B4.74%
CAPITAL FUNDING MULTIFAMILY MORTGAGE TRUST-PM01 - MCFMT 2022-PM01 BMCFMT.2022-PM01 B4.74%
Ozlm Xii Ltd/Llc - OZLM 2015-12A DOZLM.2015-12A D4.72%
CAPITAL FUNDING MORTGAGE TRUST-P01 - CFGMS 2022-P01 BCFGMS.2022-P01 B4.72%
GS Mortgage Securities Corp - GSMS 2018-SRP5 CGSMS.2018-SRP5 C4.22%
CAPTIAL FUNDING MORTGAGE TRUST-019 - CFGMS 2021-19 BCFGMS.2021-19 B3.99%
X-CALI 2020-5 MORTGAGE TRUST - XCALI 2020-5 B1XCALI.2020-5 B13.97%
AMMC CLO 19 LIMITED - AMMC 2016-19A EAMMC.2016-19A E3.96%