TEBRX Mutual Fund

TEBRX Mutual Fund (Teberg Fund) is managed by The Teberg Fund with $58.0M in net assets. TEBRX expense ratio is 2.03%, holding 45 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2002-04-01.

TEBRX performance shows a YTD return of 22.02%. The 1-year return is 35.17% and the 5-year return is 14.85%. TEBRX dividend yield stands at 0.10%, paid annually.

TEBRX top holdings include Invesco Qqq Trus (14.5%), Ishares Phlx Semicon Ductor ETF (9.8%), Berkshire Hathaway Inc. (7.7%), Invesco Dow Jones Industrial Average Dividend Etf (4.6%), Vaneck Semiconductor Etf (4.4%). Go to all TEBRX holdings, TEBRX sectors, or TEBRX dividends.

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