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Mutual Fund ticker: NASDAQ
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Tributary Small Company Instl Plus (FOSBX) Ownership - Who owns Tributary Small Company Instl Plus?

The investment seeks long-term capital appreciation... Show more

Category: #Small Blend

Profile

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

Details

Group
Domestic Stock Funds
Category
Small Blend
Total Expense Ratio
0.96
Min. Initial Investment
5000000.00
Fund Existence
over 14 years
Turnover
29.00
Front Load
N/A
Net Assets
617519400.00
Manager Tenure
N/A

Fundamentals

FOSBX
Net Assets
618M
Fund Existence
over 14 years
Turnover
29.00
Total Expense Ratio
0.96
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
5000000
Min. Initial Investment IRA
N/A
Morningstar Category
Small Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.06
Assets in Top Ten Holdings
175M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
580M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.85
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
62.00
Number of Net Holdings
62.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
24.67%
Gain YTD
-5.514
Annual Yield % from dividends
0.28
Returns for 1 year
-5.28
Returns for 3 years
-6.60
Returns for 5 years
21.09
Returns for 10 years
25.45
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These past five trading days, the mutual fund lost 0.00%.
A.I. Advisor
published General Information

General Information

Category SmallBlend

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