ROBCX Mutual Fund

NAV$8.81

AUM$1M

TER3.92%

Holdings52

ROBCX Mutual Fund

NAV$8.81

Robinson Tax Advantaged Income Fund Class C Shares

AUM$1M

TER3.92%

Holdings52

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Holdings Overlap Analysis

Compare ROBCX 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 ROBCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ROBCX Mutual Fund Overlap Analysis

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

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

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