TCBAX Mutual Fund
TCBAX Mutual Fund
The Covered Bridge Fund Class A
TCBAX Mutual Fund Overview
TCBAX Mutual Fund (The Covered Bridge Fund Class A) is managed by The Covered Bridge Fund with $6.3M in net assets. TCBAX expense ratio is 1.77%, holding 105 positions across sectors including Information Technology, Financials, Consumer Staples. Inception date: 2013-10-01.
TCBAX performance shows a YTD return of 6.78%. The 1-year return is 14.60% and the 5-year return is 5.36%. TCBAX dividend yield stands at 8.27%, paid quarterly.
TCBAX top holdings include First American Treasury Obligations Fund (8.1%), Microsoft Corp 4.100 Feb 06 37 (4.6%), Pfizer Inc USD 0.05 (2.9%), Verizon Communications, Inc. (2.7%), Intel Corporation (2.6%). View all TCBAX holdings, sector breakdown, or dividend history.
TCBAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. TCBAX alternatives are available via the screener, along with tax-loss harvesting opportunities.