Robinson Opportunistic Income Fund Quote
| RBNCX Fund | USD 10.62 0.02 0.19% |
Performance14 of 100
| Odds Of DistressLess than 17
|
Robinson Opportunistic is trading at 10.62 as of the 25th of November 2024; that is 0.19 percent up since the beginning of the trading day. The fund's open price was 10.6. Robinson Opportunistic has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Robinson Opportunistic Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of December 2022 and ending today, the 25th of November 2024. Click here to learn more.
Under normal market conditions, the fund pursues its investment objective by investing primarily in publicly traded closed-end registered investment companies which are income-producing securities due to the CEFs underlying holdings, such as senior bank loans, corporate bonds and preferredconvertible equities which generate income.. More on Robinson Opportunistic Income
Moving together with Robinson Mutual Fund
Robinson Mutual Fund Highlights
| Fund Concentration | Liberty Street Funds, Large Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, Liberty Street, Large, High Yield Bond (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of April 2023 |
| Fiscal Year End | December |
Robinson Opportunistic Income [RBNCX] is traded in USA and was established 25th of November 2024. Robinson Opportunistic is listed under Liberty Street category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Liberty Street family. This fund at this time has accumulated 11.81 M in assets with no minimum investment requirementsRobinson Opportunistic is currently producing year-to-date (YTD) return of 15.24% with the current yeild of 0.03%, while the total return for the last 3 years was 5.62%.
Check Robinson Opportunistic Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Robinson Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Robinson Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Robinson Opportunistic Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Robinson Opportunistic Income Mutual Fund Constituents
| HNW | Pioneer Diversified High | Stock | Financials | |
| AIF | Apollo Tactical Income | Fund | Asset Management | |
| NHS | Neuberger Berman High | Fund | Asset Management | |
| KIO | Kkr Income Opportunities | Fund | Asset Management | |
| BGX | Blackstone Gso Long | Fund | Asset Management | |
| HIX | Western Asset High | Fund | Asset Management | |
| ISD | Pgim High Yield | Fund | Asset Management | |
| IVH | IVH | Etf | Asset Management |
Robinson Opportunistic Risk Profiles
| Mean Deviation | 0.219 | |||
| Semi Deviation | 0.0284 | |||
| Standard Deviation | 0.271 | |||
| Variance | 0.0734 |
Robinson Opportunistic Against Markets
Other Information on Investing in Robinson Mutual Fund
Robinson Opportunistic financial ratios help investors to determine whether Robinson Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Robinson with respect to the benefits of owning Robinson Opportunistic security.
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