Robinson Tax Fundamental Relationships

ROBCX -- USA Fund  

USD 8.97  0.01  0.00%

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 C over time as well as its relative position and ranking within its peers. Additionally take a look at Your Equity Center

Robinson Tax Advantaged Equity Positions Weight vs. Cash Position Weight Fundamental Analysis

Robinson Tax Advantaged Income C is rated top fund in cash position weight among similar funds. It is rated top fund in equity positions weight among similar funds . The ratio of Cash Position Weight to Equity Positions Weight for Robinson Tax Advantaged Income C is about  288.50 
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 
=
5.77%
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Robinson Tax 
Stock Percentage 
 = 
% of Equities 
 
in the fund 
=
0.02%
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.

Robinson Tax Advantaged Equity Positions Weight Comparison

  Equity Positions Weight 
      Robinson Tax Comparables 
Robinson Tax is currently under evaluation in equity positions weight among similar funds.

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