TCBIX Mutual Fund (The Covered Bridge Fund Class I) is managed by The Covered Bridge Fund with $116.8M in net assets. TCBIX expense ratio is 1.51%, holding 112 positions across sectors including Information Technology, Consumer Discretionary, Health Care. Inception date: 2013-10-01.

TCBIX performance shows a YTD return of 5.07%. The 1-year return is 14.92% and the 5-year return is 5.69%. TCBIX dividend yield stands at 8.61%, paid quarterly.

TCBIX 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%), Qualcomm Inc. (2.5%). View all TCBIX holdings, sector breakdown, or dividend history.

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