ROBNX Mutual Fund Analysis & Holdings | MarketXLS

ROBNX Mutual Fund

NAV$8.88

AUM$194M

TER2.92%

Holdings52

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ROBNX Mutual Fund

NAV$8.88

Robinson Tax Advantaged Income Fund Institutional Class Shares

AUM$194M

TER2.92%

Holdings52

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

ROBNX Mutual Fund Overlap Analysis

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

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

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