The Covered Bridge Fund (TCBIX) belongs to the Derivative Income category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TCBIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TCBIX
TCBIX charges 1.40% annually. There are 21 mutual funds in the Derivative Income category with lower expense ratios, going as low as 0.45%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| USCF Gold Strategy Plus Income Fund | 0.45% | 8.86M | Nov 2021 | TCBIX vs USG | |
| JPMorgan Equity Premium Income Fund Class I | 0.59% | — | Aug 2018 | TCBIX vs JEPIX | |
| Shelton Equity Income Fund | 0.72% | — | Sep 1996 | TCBIX vs EQTIX | |
| Cullen Enhanced Equity Income Fund | 0.75% | — | Dec 2015 | TCBIX vs ENHNX | |
| JPMorgan Equity Premium Income Fund Class A | 0.85% | — | Aug 2018 | TCBIX vs JEPAX |
Best Risk-Adjusted Alternatives to TCBIX
TCBIX has a PortfoliosLab risk / return rank of 86. No mutual funds in the Derivative Income category have higher risk-adjusted ranks; the top alternatives shown here go as high as 81.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock High Equity Income Fund | 81 | — | Apr 1998 | TCBIX vs BMCIX | |
| Goldman Sachs International Equity Dividend and Pr... | 78 | — | Jan 2008 | TCBIX vs GIDHX | |
| BlackRock High Equity Income Fund Class A | 78 | — | May 1998 | TCBIX vs BMEAX | |
| Virtus Equity & Convertible Income Fund | 66 | — | Feb 2007 | TCBIX vs NIE | |
| BlackRock Enhanced Equity Dividend Trust | 66 | — | Aug 2005 | TCBIX vs BDJ |
Top Performing TCBIX Alternatives (YTD)
TCBIX is at 10.92% YTD. There are 5 mutual funds in the Derivative Income category with higher YTD returns, going as high as 13.67%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock High Equity Income Fund | 13.67% | — | Apr 1998 | TCBIX vs BMCIX | |
| BlackRock High Equity Income Fund Class A | 12.83% | — | May 1998 | TCBIX vs BMEAX | |
| Goldman Sachs International Equity Dividend and Pr... | 12.28% | — | Jan 2008 | TCBIX vs GIDHX | |
| Cullen Enhanced Equity Income Fund | 11.84% | — | Dec 2015 | TCBIX vs ENHNX | |
| BlackRock ESG Capital Allocation Term Trust | 11.70% | — | Sep 2021 | TCBIX vs ECAT |
Lowest Volatility Alternatives to TCBIX
TCBIX has 8.77% 1-year volatility. No mutual funds in the Derivative Income category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 8.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| JPMorgan Equity Premium Income Fund Class I | 8.83% | — | Aug 2018 | TCBIX vs JEPIX | |
| JPMorgan Equity Premium Income Fund Class A | 8.90% | — | Aug 2018 | TCBIX vs JEPAX | |
| Crossmark Steward Covered Call Income Fund | 9.29% | — | Dec 2017 | TCBIX vs SCJIX | |
| Madison Covered Call & Equity Income Fund | 9.51% | — | Oct 2009 | TCBIX vs MENYX | |
| Invesco Income Advantage U.S. Fund | 10.15% | — | Mar 2006 | TCBIX vs SCAUX |
Lowest Drawdown Alternatives to TCBIX
TCBIX has a 1-year max drawdown of -5.26%. No mutual funds in the Derivative Income category have shallower 1-year drawdowns; the lowest-drawdown alternatives shown here go as shallow as -6.34%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Cullen Enhanced Equity Income Fund | -6.34% | — | Dec 2015 | TCBIX vs ENHNX | |
| Invesco Income Advantage U.S. Fund | -7.05% | — | Mar 2006 | TCBIX vs SCAUX | |
| Shelton Equity Income Fund | -7.10% | — | Sep 1996 | TCBIX vs EQTIX | |
| JPMorgan Equity Premium Income Fund Class A | -7.41% | — | Aug 2018 | TCBIX vs JEPAX | |
| JPMorgan Equity Premium Income Fund Class I | -7.41% | — | Aug 2018 | TCBIX vs JEPIX |
Often Compared With TCBIX
Investors most often compare TCBIX with VSMPX, TPLGX, VASGX. These 19 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare TCBIX with Any Fund or Stock
Compare TCBIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TCBIX with funds that move differently
The Covered Bridge Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TCBIX.
Explore TCBIX Diversifiers