ROBDX Mutual Fund

ROBDX Mutual Fund

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Fund Essentials

Net Assets
-
Expense Ratio
3.17%
Dividend Yield (Current)
-
Holdings
52
Inception Date
Sep 30, 2014
Fund Family
Liberty Street Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

Asset Allocation

Stocks: 1.87%
Bonds: 8.94%
Cash: 1.41%
Other: 87.77%
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

ROBDX Mutual Fund Overview

ROBDX Mutual Fund (Robinson Tax Advantaged Income Fund Class T) is managed by Liberty Street Funds. ROBDX expense ratio is 3.17%, holding 52 positions across various sectors. Inception date: 2014-09-30.

ROBDX performance shows data across multiple time periods..

ROBDX top holdings include a diversified portfolio. Go to all ROBDX holdings, ROBDX sectors, or ROBDX dividends.

ROBDX can be compared against other funds. Use ROBDX overlap to find shared positions, or ROBDX vs another fund for a side-by-side view. ROBDX alternatives are available via the screener, along with tax-loss harvesting opportunities.