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 $1.0M in net assets. ROBCX expense ratio is 3.67%, holding 43 positions across sectors including Financials. Inception date: 2014-09-30.
ROBCX performance shows a YTD return of -0.92%. The 1-year return is -0.33% and the 5-year return is 0.62%. ROBCX dividend yield stands at 3.31%, paid monthly.
ROBCX 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 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.