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FOBPX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$20.01
Change
-$0.06 (-0.30%)
Net Assets
85.13M

FOBPX price forecast, quote, news & analysis

A.I.Advisor
published price charts
A.I.Advisor
published Highlights

Notable companies

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

Industry description

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.

Market Cap

The average market capitalization across the Tributary Balanced Instl Plus MF is 2.67T. The market cap for tickers in the group ranges from 1.94T to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is GOOG at 1.94T.

Volume

The average weekly volume growth across all stocks in the Tributary Balanced Instl Plus MF was 28%. For the same stocks of the MF, the average monthly volume growth was -12% and the average quarterly volume growth was -43%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 81
P/E Growth Rating: 60
Price Growth Rating: 20
SMR Rating: 24
Profit Risk Rating: 11
Seasonality Score: -43 (-100 ... +100)
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A.I. Advisor
published General Information

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