ROBCX Mutual Fund
ROBCX Mutual Fund
ROBCX Mutual Fund
Robinson Tax Advantaged Income Fund Class C Shares
ROBCX Mutual Fund Overview
ROBCX Mutual Fund (Robinson Tax Advantaged Income Fund Class C Shares) is managed by Liberty Street Funds with $1.1M in net assets. ROBCX expense ratio is 3.67%, holding 52 positions across sectors including Financials. Inception date: 2014-09-30.
ROBCX performance shows a YTD return of 2.91%. The 1-year return is 8.93% and the 5-year return is 1.00%. ROBCX dividend yield stands at 3.16%, paid monthly.
ROBCX top holdings include Blackrock Muniholdings Fund (10.2%), Blackrock Muniyield Quality Fund (7.8%), Blackrock Muniyield Quality Fund Iii Inc (7.5%), Blackrock Muniholdings California Quality Fund, Inc. (5.1%), Eaton Vance Municipal Bond Fund (4.4%). Go to all ROBCX holdings, ROBCX sectors, or ROBCX dividends.
ROBCX can be compared against other funds. Use ROBCX overlap to find shared positions, or ROBCX vs another fund for a side-by-side view. ROBCX alternatives are available via the screener, along with tax-loss harvesting opportunities.