ROBCX Mutual Fund

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 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 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.