ROBAX Mutual Fund

NAV$8.87

AUM$22M

TER2.92%

Holdings52

See how much of ROBAX you already own

Just $25 once·$69/mo·Download sample

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ROBAX Mutual Fund

NAV$8.87

Robinson Tax Advantaged Income Fund Class A Shares

AUM$22M

TER2.92%

Holdings52

See how much of ROBAX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare ROBAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings ROBAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ROBAX Mutual Fund Overlap Analysis

ROBAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

ROBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 52 holdings, ROBAX may share significant positions with broad-market funds.

ROBAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ROBAX tax-loss harvesting finds highly correlated but non-identical funds.