Robinson Tax Advantaged Fund Fundamentals

ROBCX Fund  USD 8.71  0.02  0.23%   
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.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Robinson Three Year Return Analysis

Robinson Tax's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.

Three Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Three Year Return | All Equity Analysis

Current Robinson Tax Three Year Return

    
  0.50 %  
Most of Robinson Tax's fundamental indicators, such as Three Year Return, 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.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Competition

Robinson Tax Three Year Return Component Assessment

Based on the latest financial disclosure, Robinson Tax Advantaged has a Three Year Return of 0.5009%. This is much higher than that of the Liberty Street family and significantly higher than that of the Muni National Long category. The three year return for all United States funds is notably lower than that of the firm.

Robinson Tax Advantaged Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Robinson Tax's current stock value. Our valuation model uses many indicators to compare Robinson Tax value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Robinson Tax competition to find correlations between indicators driving Robinson Tax's intrinsic value. More Info.
Robinson Tax Advantaged is rated fourth largest fund in bond positions weight among similar funds. It is rated top fund in one year return among similar funds reporting about  2.11  of One Year Return per Bond Positions Weight. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Robinson Tax by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Robinson Tax's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Robinson Tax's earnings, one of the primary drivers of an investment's value.

Robinson Annual Yield Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Robinson Tax's direct or indirect competition against its Annual Yield to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Robinson Tax could also be used in its relative valuation, which is a method of valuing Robinson Tax by comparing valuation metrics of similar companies.
Robinson Tax is currently under evaluation in annual yield among similar funds.

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

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.
Under normal market conditions, the fund pursues its investment objective by investing primarily in closed-end registered investment companies that invest primarily in municipal bonds. The CEFs, Mutual Funds and ETFs in which the fund invests primarily in investment grade municipal bonds, with an average rating of at least Baa3 or higher by Moodys or BBB- or higher by Standard Poors or Fitch Ratings.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Robinson Tax in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Robinson Tax's short interest history, or implied volatility extrapolated from Robinson Tax options trading.

Currently Active Assets on Macroaxis

Check out Robinson Tax Piotroski F Score and Robinson Tax Altman Z Score analysis.
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 Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..

Complementary Tools for Robinson Mutual Fund analysis

When running Robinson Tax's price analysis, check to measure Robinson Tax's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Robinson Tax is operating at the current time. Most of Robinson Tax's value examination focuses on studying past and present price action to predict the probability of Robinson Tax's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Robinson Tax's price. Additionally, you may evaluate how the addition of Robinson Tax to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Robinson Tax's value and its price as these two are different measures arrived at by different means. Investors typically determine if Robinson Tax is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Robinson Tax's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.