Robinson Tax Advantaged Fund Quote

ROBNX Fund  USD 8.79  0.06  0.69%   

Performance

Modest

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Robinson Tax is trading at 8.79 as of the 22nd of March 2025; that is 0.69 percent up since the beginning of the trading day. The fund's open price was 8.73. Robinson Tax has about a 20 % 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. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The investment seeks total return with an emphasis on providing current income, a substantial portion of which will be exempt from federal income taxes. Robinson Tax is traded on NASDAQ Exchange in the United States. More on Robinson Tax Advantaged

Moving together with Robinson Mutual Fund

  0.93ROBAX Robinson Tax AdvantagedPairCorr
  0.94ROBCX Robinson Tax AdvantagedPairCorr

Robinson Mutual Fund Highlights

Fund ConcentrationLiberty Street Funds, Large Funds, Muni National Long Funds, Muni National Long, Liberty Street (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date30th of April 2023
Fiscal Year EndDecember
Robinson Tax Advantaged [ROBNX] is traded in USA and was established 22nd of March 2025. 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 minimum initial investment of 1000 K. Robinson Tax Advantaged is currently producing year-to-date (YTD) return of 0.67% with the current yeild of 0.03%, while the total return for the last 3 years was 3.64%.
Check Robinson Tax Probability Of Bankruptcy

Instrument Allocation

Top Robinson Tax Advantaged Mutual Fund Constituents

KTFDWS Municipal IncomeStockFinancials
PMOPutnam Municipal OpportunitiesStockFinancials
IIMInvesco Value MunicipalStockFinancials
NMZNuveen Municipal HighFundAsset Management
HYDVanEck High YieldEtfHigh Yield Muni
VGMInvesco Trust ForStockFinancials
LEOBNY Mellon StrategicStockFinancials
MMUWestern Asset ManagedFundAsset Management
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Robinson Tax Top Holders

STMYXSierra Tactical MunicipalMutual FundHigh Yield Muni
STMNXStone Toro MarketMutual FundHigh Yield Muni
STMKXSierra Tactical MunicipalMutual FundHigh Yield Muni
STMEXSierra Tactical MunicipalMutual FundHigh Yield Muni
STMHXSierra Tactical MunicipalMutual FundHigh Yield Muni
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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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