Bramshill Income Performance Fund Quote
| BRMSX Fund | USD 9.75 0.01 0.10% |
PerformanceWeakest
| Odds Of DistressLow
|
Bramshill Income is trading at 9.75 as of the 12th of January 2026; that is 0.1 percent down since the beginning of the trading day. The fund's open price was 9.76. Bramshill Income has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 14th of October 2025 and ending today, the 12th of January 2026. Click here to learn more.
The funds investments are comprised of a tactical portfolio of income-producing securities, including up to 80 percent in investment grade corporate bonds and up to 40 percent in high yield bonds . It may also invest up to 70 percent in preferred stocks, up to 80 percent in U.S. More on Bramshill Income Performance
Moving against Bramshill Mutual Fund
Bramshill Mutual Fund Highlights
| Fund Concentration | Bramshill Investments Funds, Large Blend Funds, Nontraditional Bond Funds, Nontraditional Bond, Bramshill Investments (View all Sectors) |
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 31st of July 2022 |
| Fiscal Year End | March |
Bramshill Income Performance [BRMSX] is traded in USA and was established 12th of January 2026. Bramshill Income is listed under Bramshill Investments category by Fama And French industry classification. The fund is listed under Nontraditional Bond category and is part of Bramshill Investments family. This fund currently has accumulated 730.42 M in assets under management (AUM) with minimum initial investment of 100 K. Bramshill Income Per is currently producing year-to-date (YTD) return of 2.17% with the current yeild of 0.04%, while the total return for the last 3 years was 4.92%.
Check Bramshill Income Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Bramshill Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Bramshill Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Bramshill Income Performance Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Bramshill Income Performance Mutual Fund Constituents
| SHYG | iShares 0 5 Year | Etf | High Yield Bond | |
| HES | Hess Corporation | Stock | Energy | |
| AGNCP | AGNC Investment Corp | Preferred Stock | REIT—Mortgage | |
| HIO | Western Asset High | Fund | Asset Management | |
| JQC | Nuveen Credit Strategies | Fund | Asset Management | |
| PCEF | Invesco CEF Income | Etf | Global Moderate Allocation | |
| PFF | iShares Preferred and | Etf | Preferred Stock | |
| HYG | iShares iBoxx High | Etf | High Yield Bond |
Bramshill Income Top Holders
| ORILX | Oak Ridge Multi | Mutual Fund | Allocation--85%+ Equity | |
| PORYX | Oak Ridge Multi | Mutual Fund | Allocation--85%+ Equity |
Bramshill Income Per Risk Profiles
| Mean Deviation | 0.1678 | |||
| Standard Deviation | 0.2222 | |||
| Variance | 0.0494 | |||
| Risk Adjusted Performance | (0.03) |
Bramshill Income Against Markets
Other Information on Investing in Bramshill Mutual Fund
Bramshill Income financial ratios help investors to determine whether Bramshill Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Bramshill with respect to the benefits of owning Bramshill Income security.
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