TCBAX Mutual Fund
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 $6.4M in net assets. TCBAX expense ratio is 1.77%, holding 116 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2013-10-01.
TCBAX performance shows a YTD return of 9.77%. The 1-year return is 12.95% and the 5-year return is 7.01%. TCBAX dividend yield stands at 2.77%, paid quarterly.
TCBAX top holdings include First Am Treas Obli-X (7.3%), Microsoft Corp (5.3%), Home Depot Inc/The (2.9%), AT&T Inc. (2.7%), Accenture Plc (2.6%). Go to all TCBAX holdings, TCBAX sectors, or TCBAX dividends.
TCBAX can be compared against other funds. Use TCBAX overlap to find shared positions, or TCBAX vs another fund for a side-by-side view. TCBAX alternatives are available via the screener, along with tax-loss harvesting opportunities.