TCBAX Mutual Fund (The Covered Bridge Fund Class A) is managed by The Covered Bridge Fund with $6.2M in net assets. TCBAX expense ratio is 1.77%, holding 112 positions across sectors including Information Technology, Consumer Discretionary, Health Care. Inception date: 2013-10-01.

TCBAX performance shows a YTD return of 4.27%. The 1-year return is 14.60% and the 5-year return is 5.36%. TCBAX dividend yield stands at 8.27%, paid quarterly.

TCBAX top holdings include Jpmorgan Us Treasury Plus Mone Jpmorgan Us Tr Pl Mmkt-l (6.9%), Microsoft Corp (2.6%), Pfizer, Inc. (2.6%), United Parcel Service, Inc (2.5%), Hershey Co. (2.5%). View all TCBAX holdings, sector breakdown, or dividend history.

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