#United States #Atlanta #Holbrook Holdings #Total Return Fund #Morningstar Rating

Holbrook Holdings Unveils Total Return Fund Amidst Milestones

In a significant announcement for the investment management world, Holbrook Holdings has launched its latest offering, the Holbrook Total Return Fund (Ticker: HOTIX). This intermediate core-plus fixed income strategy is designed to seek attractive risk-adjusted returns regardless of fluctuating market conditions. As the company celebrates this launch, it concurrently marks the impressive milestone of surpassing $2.85 billion in assets under management (AUM). This surge reflects the increasing faith investors have in the firm and the consistent performance of its investment portfolios.

Moreover, Holbrook's Structured Income Fund (Ticker: HOSIX) has recently earned a prestigious 5-Star Overall Morningstar Rating in the multisector bond category, further enhancing the company's reputation in the financial sector. According to Scott Carmack, Chief Executive Officer of Holbrook Holdings, these achievements are indicative of the strength of the firm's investment philosophy and the relentless dedication of its team toward delivering meaningful outcomes for clients. Scott stated, "We are honored to be recognized by Morningstar and excited to expand our offerings with the Holbrook Total Return Fund."

The Holbrook Total Return Fund not only aims to complement the existing array of investment products but also employs tailored strategies that align with macroeconomic trends. Utilizing rigorous credit analysis and effective duration management, the fund provides investors with a proactive approach while maintaining a strong focus on risk management. As the market evolves, this fund is set to adapt, ensuring that investors benefit from prevailing economic conditions.

Adding to the momentum, another milestone is marked by the newfound recognition of the Structured Income Fund, which now joins the ranks of the Holbrook Income Fund (Ticker: HOBIX) as the second fund from the company to achieve a 5-star rating. The achievements of this fund illustrate Holbrook's commitment to delivering quality investment options to its clients.

Holbrook Holdings prides itself on being an independent investment advisory firm that specializes in fixed income and total return strategies. With a mission centered around providing income-focused solutions that emphasize transparency and adaptability, the firm caters to financial professionals and investors across the nation through its range of mutual funds. As they continue to launch innovative products and grow their assets, they reinforce their standing in the investment landscape.

For those interested in learning more about Holbrook Holdings and their tailored approach to investment strategies, visit www.holbrookholdings.com for more details.

Important Note: The Morningstar Rating™ is reflective of risk-adjusted returns for the I-share class and is subject to change monthly. Past performance does not guarantee future results, and investors are encouraged to evaluate investment objectives, risks, charges, and expenses before making investment decisions.