Tributary Mutual Funds
Tributary Funds List
1 to 11 of 11 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
---|---|---|---|---|---|---|---|---|---|---|
Tributary Small/Mid Cap Institutional | FSMCX | Small Blend | 11.35% | 28 | 0.940% | Average | Institutional | $1,000 | ||
Tributary Small/Mid Cap Instl Plus | FSMBX | Small Blend | 11.40% | 28 | 0.900% | Below Average | Institutional | $5.0 Mil | ||
Tributary Balanced Instl | FOBAX | Moderate Allocation | 13.53% | 26 | 0.950% | Above Average | Institutional | $1,000 | ||
Tributary Balanced Instl Plus | FOBPX | Moderate Allocation | 13.63% | 24 | 0.770% | Average | Institutional | $5.0 Mil | ||
Tributary Income Instl Plus | FOIPX | Intermediate Core Bond | 5.31% | 16 | 0.490% | Average | Institutional | $5.0 Mil | ||
Tributary Small Company Instl | FOSCX | Small Blend | 10.17% | 39 | 1.170% | High | Institutional | $1,000 | ||
Tributary Small Company Instl Plus | FOSBX | Small Blend | 10.38% | 37 | 0.960% | Average | Institutional | $5.0 Mil | ||
Tributary Income Instl | FOINX | Intermediate Core Bond | 5.20% | 22 | 0.630% | High | Institutional | $1,000 | ||
Tributary Nebraska Tax-Free Instl Plus | FONPX | Muni Single State Interm | — | 2.00% | 49 | 0.450% | Below Average | Institutional | $5.0 Mil | |
Tributary Shrt Interm Bond Instl | FOSIX | Short-Term Bond | — | 4.88% | 64 | 0.640% | High | Institutional | $1,000 | |
Tributary Shrt/Interm Bond Instl Plus | FOSPX | Short-Term Bond | — | 5.05% | 50 | 0.450% | Average | Institutional | $5.0 Mil |
Tributary Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Rating™ for Funds
Percentile Rank