ROBAX Mutual Fund (Robinson Tax Advantaged Income Fund Class A Shares) is managed by Liberty Street Funds with $23.8M in net assets. ROBAX expense ratio is 3.17%, holding 52 positions across sectors including Unknown, Other, Financials. Inception date: 2014-09-30.

ROBAX performance shows a YTD return of 5.12%. The 1-year return is 10.98% and the 5-year return is 2.17%. ROBAX dividend yield stands at 3.85%, paid monthly.

ROBAX top holdings include Invesco National Amt-free Municipal Bond ETF (5.6%), Invesco Trust For Investment G (5.2%), Ishares National Muni Bond ETF (5.1%), Vanguard High-Yield Tax-Exempt Admiral (5.1%), Vanguard Tax-Exempt Bond Etf (5.1%). View all ROBAX holdings, sector breakdown, or dividend history.

ROBAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ROBAX alternatives are available via the screener, along with tax-loss harvesting opportunities.