Robinson Tax Advantaged Income FundROBNX

MUTUAL FUNDLiberty Street
Type
Mutual fund
Peer group
Allocation
Net assets
$228.2M
Expense ratio
2.67%
1-year return
+3.5%
3 years, a year
+5.1%
5 years, a year
+2.2%
Holdings
47

What it aims to do.

The investment objective of the Robinson Tax Advantaged Income Fund (the Fund) is to seek total return with an emphasis on providing current income, a substantial portion of which will be exempt from federal income taxes.

Top 10 holdings.

Holding% of fund
MHD BlackRock MuniHoldings Fund In10.21%
MQY BlackRock MuniYield Quality Fu7.85%
MYI BlackRock MuniYield Quality Fu7.46%
MUC BlackRock MuniHoldings Califor5.12%
EIM Eaton Vance Municipal Bond Fun4.40%
MYN BlackRock MuniYield New York Q4.01%
VMO Invesco Municipal Opportunity3.87%
RFMZ RiverNorth Flexible Municipal3.57%
MMU Western Asset Managed Municipa3.01%
MMD NYLI MacKay DefinedTerm Muni O2.71%

More on ROBNX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.