TCBIX Mutual Fund

TCBIX Mutual Fund (The Covered Bridge Fund Class I) is managed by The Covered Bridge Fund with $122.7M 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 10.32%. The 1-year return is 18.50% and the 5-year return is 7.69%. TCBIX dividend yield stands at 8.34%, paid quarterly.

TCBIX top holdings include First Am Treas Obli-X (8.1%), Microsoft Corp (4.6%), Pfizer Inc (2.9%), Verizon Communic (2.7%), Intel Corporation (2.6%). Go to all TCBIX holdings, TCBIX sectors, or TCBIX dividends.

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