ROBAX Mutual Fund
ROBAX Mutual Fund
ROBAX Mutual Fund
Robinson Tax Advantaged Income Fund Class A Shares
ROBAX Mutual Fund Overview
ROBAX Mutual Fund (Robinson Tax Advantaged Income Fund Class A Shares) is managed by Liberty Street Funds with $21.9M in net assets. ROBAX expense ratio is 2.92%, holding 43 positions across sectors including Financials. Inception date: 2014-09-30.
ROBAX performance shows a YTD return of -0.39%. The 1-year return is 0.26% and the 5-year return is 1.36%. ROBAX dividend yield stands at 4.05%, paid monthly.
ROBAX top holdings include Blackrock Muniholdings Fund (10.9%), Blackrock Muniyield Quality Fund (8.4%), Blackrock Muniyield Quality Fund Iii Inc (8.1%), Other (7.5%), Eaton Vance Municipal Bond Fund (5.7%). Go to all ROBAX holdings, ROBAX sectors, or ROBAX dividends.
ROBAX can be compared against other funds. Use ROBAX overlap to find shared positions, or ROBAX vs another fund for a side-by-side view. ROBAX alternatives are available via the screener, along with tax-loss harvesting opportunities.