TEBRX Mutual Fund
TEBRX Mutual Fund
Teberg Fund
TEBRX Mutual Fund Overview
TEBRX Mutual Fund (Teberg Fund) is managed by The Teberg Fund with $57.9M in net assets. TEBRX expense ratio is 2.03%, holding 45 positions across sectors including Financials, Unknown, Information Technology. Inception date: 2002-04-01.
TEBRX performance shows a YTD return of 16.79%. The 1-year return is 48.58% and the 5-year return is 16.86%. TEBRX dividend yield stands at 0.09%, paid annually.
TEBRX top holdings include Invesco QQQ Trust Series '1'' (14.5%), Ishares Phlx Semicon Ductor ETF (9.8%), Berkshire Hathaway, Inc. Clb (7.7%), Invesco Dow Jones Industrial Average Dividend Etf (4.6%), Vaneck Semiconductor Etf (4.4%). View all TEBRX holdings, sector breakdown, or dividend history.
TEBRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. TEBRX alternatives are available via the screener, along with tax-loss harvesting opportunities.