Robinson Tax Advantaged Fund Equity Positions Weight
| ROBAX Fund | USD 8.56 0.04 0.47% |
Robinson Tax Advantaged fundamentals help investors to digest information that contributes to Robinson Tax's financial success or failures. It also enables traders to predict the movement of Robinson Mutual Fund. The fundamental analysis module provides a way to measure Robinson Tax's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Robinson Tax mutual fund.
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Robinson Tax Advantaged Mutual Fund Equity Positions Weight Analysis
Robinson Tax's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
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Stock Percentage | = | % of Equities | in the fund |
Current Robinson Tax Equity Positions Weight | 0.46 % |
Most of Robinson Tax's fundamental indicators, such as Equity Positions Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Robinson Tax Advantaged is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
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According to the company disclosure, Robinson Tax Advantaged has an Equity Positions Weight of 0.46%. This is much higher than that of the Liberty Street family and significantly higher than that of the Muni National Long category. The equity positions weight for all United States funds is notably lower than that of the firm.
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Fund Asset Allocation for Robinson Tax
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in stocks and bonds.Asset allocation divides Robinson Tax's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Robinson Fundamentals
| Total Asset | 34.54 M | |||
| Annual Yield | 0 % | |||
| Year To Date Return | 2.24 % | |||
| One Year Return | 7.17 % | |||
| Three Year Return | (0.28) % | |||
| Five Year Return | 2.19 % | |||
| Net Asset | 194.59 M | |||
| Last Dividend Paid | 0.02 | |||
| Cash Position Weight | (1.41) % | |||
| Equity Positions Weight | 0.46 % | |||
| Bond Positions Weight | 4.31 % |
About Robinson Tax Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Robinson Tax Advantaged's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Robinson Tax using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Robinson Tax Advantaged based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Robinson Tax Advantaged. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Robinson Tax Advantaged information on this page should be used as a complementary analysis to other Robinson Tax's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.