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Morningstar

Tributary Balanced Instl FOBAX

Morningstar Analyst Rating
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%

USD | NAV as of Jan 25, 2023 | 1-Day Return as of Jan 25, 2023, 10:26 PM GMT+00:00

Morningstar’s Analysis FOBAX

Will FOBAX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FOBAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FOBAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of FOBAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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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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