ROBDX Mutual Fund

TER3.17%

Holdings52

ROBDX Mutual Fund

Robinson Tax Advantaged Income Fund Class T

TER3.17%

Holdings52

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Holdings Overlap Analysis

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

ROBDX Mutual Fund Overlap Analysis

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

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

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