ROBAX Mutual Fund

ROBAX Mutual Fund (Robinson Tax Advantaged Income Fund Class A Shares) is managed by Liberty Street Funds with $22.2M in net assets. ROBAX expense ratio is 2.92%, holding 52 positions across sectors including Financials. Inception date: 2014-09-30.

ROBAX performance shows a YTD return of 3.36%. The 1-year return is 9.68% and the 5-year return is 1.74%. ROBAX dividend yield stands at 3.85%, paid monthly.

ROBAX top holdings include Invesco National Amt-free Municipal Bond ETF (5.6%), Invesco Trust For Investment G (5.2%), Ishares National Muni Bond ETF (5.1%), Vanguard High-Yield Tax-Exempt Admiral (5.1%), Vanguard Tax-Exempt Bond Etf (5.1%). 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.