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FSMBX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

Tributary Small/Mid Cap Instl Plus (FSMBX) Ownership - Who owns Tributary Small/Mid Cap 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
0.90
Min. Initial Investment
5000000.00
Fund Existence
almost 6 years
Turnover
25.00
Front Load
N/A
Net Assets
38862196.00
Manager Tenure
N/A

Fundamentals

FSMBX
Net Assets
38.9M
Fund Existence
almost 6 years
Turnover
25.00
Total Expense Ratio
0.90
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
1.62
Assets in Top Ten Holdings
3.3M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
38.9M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.85
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
55.00
Number of Net Holdings
55.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
27.22%
Gain YTD
-7.579
Annual Yield % from dividends
0.15
Returns for 1 year
-2.78
Returns for 3 years
15.46
Returns for 5 years
73.15
Returns for 10 years
N/A
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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