COBYX Mutual Fund

COBYX Mutual Fund (The Cook & Bynum Fund) is managed by Cook & Bynum with $91.4M in net assets. COBYX expense ratio is 1.49%, holding 15 positions across sectors including Consumer Staples, Industrials, Communication Services. Inception date: 2009-07-01.

COBYX performance shows a YTD return of 12.30%. The 1-year return is 20.86% and the 5-year return is 9.37%. COBYX dividend yield stands at 1.05%, paid annually.

COBYX top holdings include Arca Continental Sab (25.5%), Berkshire Hathaway Inc Brk/B Us Equity (18.3%), Coca-cola Embonor Sa (11.0%), Anheuser-Busch Inbev Sa/Nv American Depositary Shares, Each Representing One Ordinary Share Without Nominal Value (10.8%), Fomento Economico Mexicano Sab De Cv (7.3%). Go to all COBYX holdings, COBYX sectors, or COBYX dividends.

COBYX can be compared against other funds. Use COBYX overlap to find shared positions, or COBYX vs another fund for a side-by-side view. COBYX alternatives are available via the screener, along with tax-loss harvesting opportunities.