TCBIX Mutual Fund (The Covered Bridge Fund Class I) is managed by The Covered Bridge Fund with $119.7M in net assets. TCBIX expense ratio is 1.51%, holding 105 positions across sectors including Information Technology, Financials, Consumer Staples. Inception date: 2013-10-01.

TCBIX performance shows a YTD return of 6.87%. The 1-year return is 14.92% and the 5-year return is 5.69%. TCBIX dividend yield stands at 8.61%, paid quarterly.

TCBIX 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 TCBIX holdings, sector breakdown, or dividend history.

TCBIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. TCBIX alternatives are available via the screener, along with tax-loss harvesting opportunities.