TCBAX Mutual Fund
NAV$9.53
AUM$6M
TER1.77%
Holdings112
TCBAX Mutual Fund
NAV$9.53
The Covered Bridge Fund Class A
AUM$6M
TER1.77%
Holdings112

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TCBAX Mutual Fund Overlap Analysis
TCBAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TCBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 112 holdings, TCBAX may share significant positions with broad-market funds.
TCBAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TCBAX tax-loss harvesting finds highly correlated but non-identical funds.