ROBCX Mutual Fund (Robinson Tax Advantaged Income Fund Class C Shares) is managed by Liberty Street Funds with $1.2M in net assets. ROBCX expense ratio is 3.92%, holding 52 positions across sectors including Unknown, Other, Financials. Inception date: 2014-09-30.

ROBCX performance shows a YTD return of 0.69%. The 1-year return is 10.08% and the 5-year return is 1.40%. ROBCX dividend yield stands at 3.17%, paid monthly.

ROBCX top holdings include Invesco National Amt-free Municipal Bond ETF (5.6%), Central Fla Expwy Auth Sr Lien 5 07/01/2034 (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 ROBCX holdings, sector breakdown, or dividend history.

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