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Tributary Balanced Instl FOBAX

Quantitative rating as of
  • NAV / 1-Day Return 17.20  /  0.17 %
  • Total Assets 71.3 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.990%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity High / Limited
  • Status Open
  • TTM Yield 0.81%
  • Turnover 23%

Morningstar’s Analysis FOBAX

Will FOBAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.



A sound investment process and strong management team underpin Tributary Balanced Instl's Morningstar Quantitative Rating of Silver. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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