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FOBPX
Mutual Fund ticker: NASDAQ
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NET ASSETS

Tributary Balanced Instl Plus (FOBPX) Ownership - Who owns Tributary Balanced Instl Plus?

Profile

Category
Moderate Allocation
Address
Tributary Funds, Inc1620 DODGE STREETOMAHA
Phone
1-800-662-4203
Web
www.tributaryfunds.com

Details

Group
Balanced Funds
Category
Moderate Allocation
Total Expense Ratio
N/A
Min. Initial Investment
5000000.00
Fund Existence
almost 13 years
Turnover
22.00
Front Load
N/A
Net Assets
83913010.00
Manager Tenure
N/A

Fundamentals

FOBPX
Net Assets
83.9M
Fund Existence
almost 13 years
Turnover
22.00
Total Expense Ratio
N/A
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
5000000
Min. Initial Investment IRA
N/A
Morningstar Category
Moderate Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
N/A
Assets in Top Ten Holdings
27M
Average Credit Quality
N/A
Average Effective Duration
3.88
Average Effective Maturity
4.41
Fund of Funds
No
Fund Share Class Net Assets
55M
Fund Type
OpenEnd
Index Fund
No
Management Fee
N/A
Modified Duration
3.87
No Load Fund
No
Number of Long Holdings
198.00
Number of Net Holdings
N/A
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
N/A
Gain YTD
13.916
Annual Yield % from dividends
1.39
Returns for 1 year
17.21
Returns for 3 years
2.29
Returns for 5 years
22.31
Returns for 10 years
25.37
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General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Tributary Funds, Inc1620 DODGE STREETOMAHA
Phone
1-800-662-4203
Web
www.tributaryfunds.com