FOBAX Tributary Balanced Instl Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), NVIDIA Corp (NASDAQ:NVDA), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG).

The investment seeks capital appreciation and current income. The fund's Sub-Adviser will allocate its assets among stocks, fixed income securities, and cash equivalents. The fund will normally invest 25% to 75% of its assets in stocks and convertible securities and at least 25% of its total assets in fixed income securities. The fund may also invest in preferred stocks and warrants. The fund may invest in securities issued by companies with large, medium, or small capitalizations.

The average market capitalization across the Tributary Balanced Instl MF is 2.46T. The market cap for tickers in the group ranges from 1.94T to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is GOOG at 1.94T.

The average weekly volume growth across all stocks in the Tributary Balanced Instl MF was -15%. For the same stocks of the MF, the average monthly volume growth was 39% and the average quarterly volume growth was 21%