Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Tributary Mutual Funds
View all of Tributary’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Tributary Funds List
Share Class Type
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 Balanced Instl Plus | FOBPX | Moderate Allocation | 6.79% | 17 | 0.770% | Average | Institutional | $5.0 Mil | ||
| Tributary Small/Mid Cap Institutional | FSMCX | Small Blend | 5.22% | 42 | 0.910% | Average | Institutional | $1,000 | ||
| Tributary Small/Mid Cap Instl Plus | FSMBX | Small Blend | 5.22% | 42 | 0.900% | Below Average | Institutional | $5.0 Mil | ||
| Tributary Balanced Instl | FOBAX | Moderate Allocation | 7.42% | 18 | 0.940% | Above Average | Institutional | $1,000 | ||
| Tributary Income Instl Plus | FOIPX | Intermediate Core Bond | −0.56% | 27 | 0.490% | Average | Institutional | $5.0 Mil | ||
| Tributary Small Company Instl | FOSCX | Small Blend | 4.29% | 54 | 1.180% | High | Institutional | $1,000 | ||
| Tributary Small Company Instl Plus | FOSBX | Small Blend | 4.37% | 49 | 0.960% | Average | Institutional | $5.0 Mil | ||
| Tributary Income Instl | FOINX | Intermediate Core Bond | −0.62% | 31 | 0.620% | High | Institutional | $1,000 | ||
| Tributary Nebraska Tax-Free Instl Plus | FONPX | Muni Single State Interm | — | −1.04% | 88 | 0.450% | Below Average | Institutional | $5.0 Mil | |
| Tributary Shrt Interm Bond Instl | FOSIX | Short-Term Bond | — | 1.14% | 58 | 0.620% | High | Institutional | $1,000 | |
| Tributary Shrt/Interm Bond Instl Plus | FOSPX | Short-Term Bond | — | 1.34% | 48 | 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 Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank