Robinson Tax Fundamental Relationships

ROBAX -- USA Fund  

USD 9.07  0.04  0.44%

The Drivers Module shows relationships between Robinson Tax's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Robinson Tax Advantaged Income A over time as well as its relative position and ranking within its peers. Additionally take a look at Your Equity Center

Robinson Tax Advantaged Minimum Initial Investment vs. Cash Position Weight Fundamental Analysis

Robinson Tax Advantaged Income A is rated top fund in cash position weight among similar funds. It is rated below average in minimum initial investment among similar funds making about  1,059  of Minimum Initial Investment per Cash Position Weight.
Percentage of fund asset invested in cash equivalents or risk free instruments. About 40% of all global funds carry cash on their balance sheet.
Robinson Tax 
Cash Percentage 
 = 
% of Cash 
 
in the fund 
=
2.36 %
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Robinson Tax 
Minimum Initial Investment 
=  
First Fund Deposit 
=
2.5 K
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it from random trades that may negatively affect fund strategy.

Robinson Tax Advantaged Minimum Initial Investment Comparison

  Minimum Initial Investment 
      Robinson Tax Comparables 
Robinson Tax is currently under evaluation in minimum initial investment among similar funds.

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