NasdaqGM - Delayed Quote USD

Teberg (TEBRX)

24.88 -0.05 (-0.20%)
At close: 8:06 AM EST
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DELL
  • Previous Close 24.93
  • YTD Return 19.13%
  • Expense Ratio 1.97%
  • Category Tactical Allocation
  • Last Cap Gain 67.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 48.36M
  • Beta (5Y Monthly) 1.50
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 0.48%
  • Last Dividend 0.07
  • Inception Date Apr 1, 2002

The fund invests its assets primarily in shares of any number of other no-load and load-waived mutual funds, which may include ETFs. Some of the underlying funds invest in the stocks of small, medium and large capitalization domestic or international companies while others invest in fixed-income securities of varying maturities and credit qualities, including government and corporate bonds, as well as high-yield securities or "junk bonds." It may commit up to 80% of its net assets at any given time to underlying funds that invest in high-yield or "junk bond" securities.

Teberg

Fund Family

Tactical Allocation

Fund Category

48.36M

Net Assets

2002-04-01

Inception Date

Performance Overview: TEBRX

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Trailing returns as of 11/20/2024. Category is Tactical Allocation.

YTD Return

TEBRX
19.13%
Category
9.69%
?

1-Year Return

TEBRX
41.41%
Category
27.45%
?

3-Year Return

TEBRX
9.16%
Category
8.85%
?

5-Year Return

TEBRX
14.88%
Category
8.56%
?

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Holdings: TEBRX

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Top 10 Holdings (98.10% of Total Assets)

SymbolCompany% Assets
SMH
VanEck Semiconductor ETF 23.58%
QQQ
Invesco QQQ Trust 19.10%
SOXX
iShares Semiconductor ETF 13.30%
SPY
SPDR S&P 500 ETF Trust 11.12%
DIA
SPDR Dow Jones Industrial Average ETF Trust 10.21%
BRK.A
BRK.A 7.01%
IJR
iShares Core S&P Small-Cap ETF 4.64%
IWM
iShares Russell 2000 ETF 4.03%
FGXXX
First American Funds, Inc. - Government Obligations Fund 3.50%
XLF
The Financial Select Sector SPDR Fund 1.60%

Sector Weightings

Recent News: TEBRX

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Research Reports: TEBRX

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