Morningstar

Liberty Street Mutual Funds

View all of Liberty Street’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Liberty Street Mutual Funds List

1 to 9 of 9 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Robinson Tax Advantaged Income Fund Institutional ClassROBNXMuni National Long—−2.21%472.650%HighInstitutional$1M
Robinson Tax Advantaged Income Fund Class AROBAXMuni National Long—−2.41%612.900%HighFront Load$2,500
Bramshill Multi-Strategy Income Fund Institutional Class SharesBRLMXMultisector Bond—1.63%131.190%HighInstitutional$1M
Bramshill Multi-Strategy Income Fund Class A SharesBRLAXMultisector Bond—1.45%151.440%HighFront Load$2,500
Robinson Opportunistic Income Fund Class C SharesRBNCXModerately Conservative Allocation—−5.25%1004.150%HighLevel Load$2,500
Robinson Opportunistic Income Fund Institutional Class SharesRBNNXModerately Conservative Allocation—−4.53%993.150%HighInstitutional$1M
Robinson Tax Advantaged Income Fund Class CROBCXMuni National Long—−3.05%893.650%HighLevel Load$2,500
Robinson Opportunistic Income Fund Class A SharesRBNAXModerately Conservative Allocation—−4.64%1003.400%HighFront Load$2,500
Bramshill Multi-Strategy Income Fund Class C SharesBRLCXMultisector Bond—0.73%282.190%HighLevel Load$2,500

Liberty Street Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

Sponsor Center