Robinson Tax Advantaged Income Fund (ROBNX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ROBNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ROBNX
ROBNX charges 1.33% annually. There are 450 mutual funds in the Municipal Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | — | Dec 2015 | ROBNX vs LSMSX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | ROBNX vs VTMFX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | ROBNX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | ROBNX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | ROBNX vs FSMUX |
Best Risk-Adjusted Alternatives to ROBNX
ROBNX has a PortfoliosLab risk / return rank of 77. There are 244 mutual funds in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | ROBNX vs DFABX | |
| DFA Short Term Municipal Bond Portfolio | 100 | — | Aug 2002 | ROBNX vs DFSMX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | ROBNX vs ATOIX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | — | Feb 2021 | ROBNX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | — | Apr 2016 | ROBNX vs TFCYX |
Top Performing ROBNX Alternatives (YTD)
ROBNX is at 5.38% YTD. There are 9 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 11.06%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 11.06% | — | Apr 1998 | ROBNX vs NMI | |
| Nuveen New York AMT Free Quality Municipal Income | 10.21% | — | Nov 2002 | ROBNX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 8.32% | — | Oct 1992 | ROBNX vs MIY | |
| AllianceBernstein National Municipal Income Fund | 6.66% | — | Nov 2001 | ROBNX vs AFB | |
| BlackRock MuniHoldings California Quality Fund | 6.62% | — | Feb 1998 | ROBNX vs MUC |
Lowest Volatility Alternatives to ROBNX
ROBNX has 5.04% 1-year volatility. There are 458 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.55%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.55% | — | Aug 2002 | ROBNX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.56% | — | Apr 2022 | ROBNX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.57% | — | Apr 2007 | ROBNX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.58% | — | May 2016 | ROBNX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | ROBNX vs USMTX |
Lowest Drawdown Alternatives to ROBNX
ROBNX has a 1-year max drawdown of -4.89%. There are 459 mutual funds in the Municipal Bonds category with shallower 1-year drawdowns, going as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | — | May 2021 | ROBNX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | ROBNX vs ATOIX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | ROBNX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | ROBNX vs TFCYX | |
| DFA Short-Term Selective State Municipal Bond Port... | -0.11% | — | Apr 2022 | ROBNX vs DFABX |
Other Mutual Funds from Liberty Street
The 2 most viewed Liberty Street mutual funds shown here include RBNNX, REIIX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Robinson Opportunistic Income Fund | High Yield Bonds | 6 | -0.68% | — | Dec 2015 | ROBNX vs RBNNX | |
| West Loop Realty Fund | REIT | — | — | — | Dec 2013 | ROBNX vs REIIX |
Often Compared With ROBNX
Investors most often compare ROBNX with QNST, PLTU, QQQ. These 17 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare ROBNX with Any Fund or Stock
Compare ROBNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ROBNX with funds that move differently
Robinson Tax Advantaged Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ROBNX.
Explore ROBNX Diversifiers