Robinson Tax Advantaged Fund Quote

ROBCX Fund  USD 8.94  0.01  0.11%   

Performance

2 of 100

 
Weak
 
Strong
Weak

Odds Of Distress

Less than 22

 
High
 
Low
Low
Robinson Tax is trading at 8.94 as of the 22nd of November 2024; that is 0.11 percent down since the beginning of the trading day. The fund's open price was 8.95. Robinson Tax has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Robinson Tax Advantaged are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of May 2024 and ending today, the 22nd of November 2024. Click here to learn more.
Under normal market conditions, the fund pursues its investment objective by investing primarily in closed-end registered investment companies that invest primarily in municipal bonds. The CEFs, Mutual Funds and ETFs in which the fund invests primarily in investment grade municipal bonds, with an average rating of at least Baa3 or higher by Moodys or BBB- or higher by Standard Poors or Fitch Ratings.. More on Robinson Tax Advantaged

Moving together with Robinson Mutual Fund

  1.0ROBAX Robinson Tax AdvantagedPairCorr
  1.0ROBNX Robinson Tax AdvantagedPairCorr
  0.65BDKAX Braddock Multi StrategyPairCorr
  0.65BDKCX Braddock Multi StrategyPairCorr

Robinson Mutual Fund Highlights

Fund ConcentrationLiberty Street Funds, Large Funds, Muni National Long Funds, Muni National Long, Liberty Street (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date30th of April 2023
Fiscal Year EndDecember
Robinson Tax Advantaged [ROBCX] is traded in USA and was established 22nd of November 2024. Robinson Tax is listed under Liberty Street category by Fama And French industry classification. The fund is listed under Muni National Long category and is part of Liberty Street family. This fund at this time has accumulated 194.59 M in assets with no minimum investment requirementsRobinson Tax Advantaged is currently producing year-to-date (YTD) return of 9.64% with the current yeild of 0.02%, while the total return for the last 3 years was 0.51%.
Check Robinson Tax Probability Of Bankruptcy

Instrument Allocation

Top Robinson Tax Advantaged Mutual Fund Constituents

PZAInvesco National AMT FreeEtfMuni National Long
MMUWestern Asset ManagedFundAsset Management
LEOBNY Mellon StrategicStockFinancials
VKIInvesco Advantage MITStockFinancials
NEANuveen Amt Free MunicipalFundAsset Management
AFBAlliancebernstein National MunicipalFundAsset Management
MIYBlackrock Muniyield MiFundAsset Management
KTFDWS Municipal IncomeStockFinancials
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Robinson Tax Advantaged Risk Profiles

Robinson Tax Against Markets

Other Information on Investing in Robinson Mutual Fund

Robinson Tax 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 Tax security.
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