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 Mutual Funds List
1 to 11 of 11 Results
|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Tributary Balanced Fund Class Institutional Plus | FOBPX | Moderate Allocation | 4.48% | 71 | 0.740% | Average | Institutional | $5M | ||
| Tributary Balanced Fund Institutional Class | FOBAX | Moderate Allocation | 4.33% | 72 | 0.920% | Above Average | Institutional | $1,000 | ||
| Tributary Short/Intermediate Bond Fund Class Institutional Plus | FOSPX | Short-Term Bond | — | 0.65% | 42 | 0.440% | Average | Institutional | $5M | |
| Tributary Short-Intermediate Bond Fund Institutional Class | FOSIX | Short-Term Bond | — | 0.38% | 55 | 0.640% | High | Institutional | $1,000 | |
| Tributary Nebraska Tax-Free Fund Institutional Plus Class | FONPX | Muni Single State Interm | — | −3.05% | 25 | 0.450% | Below Average | Institutional | $5M | |
| Tributary Small Company Fund Institutional Class | FOSCX | Small Blend | 23.03% | 5 | 1.170% | High | Institutional | $1,000 | ||
| Tributary Small Company Fund Institutional Plus Class | FOSBX | Small Blend | 23.23% | 5 | 0.950% | Average | Institutional | $5M | ||
| Tributary Income Fund Institutional Class | FOINX | Intermediate Core Bond | −2.95% | 66 | 0.620% | High | Institutional | $1,000 | ||
| Tributary Income Fund Class Institutional Plus | FOIPX | Intermediate Core Bond | −2.83% | 56 | 0.470% | Average | Institutional | $5M | ||
| Tributary Small/Mid Cap Fund Institutional Class | FSMCX | Small Blend | 10.94% | 73 | 0.910% | Average | Institutional | $1,000 | ||
| Tributary Small/Mid Cap Fund Institutional Plus Class | FSMBX | Small Blend | 10.94% | 73 | 0.900% | Average | Institutional | $5M |
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
United States