C
The Covered Bridge Fund Class A TCBAX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Rating
Reward
Risk
Fund Information
Fund Type
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
5
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Systematic Withdrawal Plan, Automatic Investment Plan, Phone Exchange, Wire Redemption, Retirement Investment
Top Holdings
C
Avery Dennison Corp
AVY - NYSE
C
Qualcomm Inc
QCOM - NASDAQ
B
AT&T Inc
T - NYSE
C
Johnson & Johnson
JNJ - NYSE
D
Pfizer Inc
PFE - NYSE
Performance
Loading...
Beta
7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
1-Year Total Return
2-Year Total Return
3-Year Total Return
5-Year Total Return
Last Bull Market Total Return
Last Bear Market Total Return
Forward Dividend Yield
Price
1-Month Low
--
1-Month High
--
52-Week Low
-- - --
52-Week High
-- - --
NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Beta / Standard Deviation
Beta
Standard Deviation
Company Information
Provider
Covered Bridge
Manager/Tenure
(Years)
Michael J. Dashner (11), John K Schonberg (11)
Address
Covered Bridge
Omaha NE - 68130
Country
United States
Phone Number
--
Investment Strategy
The investment seeks current income and realized gains from writing options with capital appreciation as a secondary objective. The fund seeks to meet its investment objective by investing, under normal market conditions, in dividend paying equity securities of domestic and foreign large capitalization companies. The advisor expects to invest up to 20% of the fund's assets in foreign securities and the remainder in domestic securities. It is expected that the fund's strategy will result in high portfolio turnover.