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Tributary Small Company Instl Plus (FOSBX)

34.39 +0.34 (+1.00%)
At close: 8:01:40 PM EST
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  • Previous Close 34.05
  • YTD Return 21.70%
  • Expense Ratio 0.95%
  • Category Small Blend
  • Last Cap Gain 32.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 602.63M
  • Beta (5Y Monthly) 1.08
  • Yield 0.50%
  • 5y Average Return --
  • Holdings Turnover 31.00%
  • Last Dividend 0.18
  • Inception Date Dec 17, 2010

Under normal market conditions, the Advisor intends to invest at least 80% of its assets in common stocks and securities that can be converted into common stocks, such as convertible bonds, convertible preferred stocks, options, and rights, of companies with small market capitalization.

Tributary Funds

Fund Family

Small Blend

Fund Category

602.63M

Net Assets

2010-12-17

Inception Date

Performance Overview

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Trailing returns as of 10/30/2026. Category is Small Blend.

YTD Return

FOSBX
21.70%
Category
20.19%

1-Year Return

FOSBX
20.28%
Category
60.18%

3-Year Return

FOSBX
13.11%
Category
11.32%

5-Year Return

FOSBX
8.02%
Category
13.88%

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