FOBAX – Tributary Balanced Instl Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation and current income. The fund's Sub-Adviser will allocate its assets among stocks, fixed income securities, and cash equivalents. The fund will normally invest 25% to 75% of its assets in stocks and convertible securities and at least 25% of its total assets in fixed income securities. The fund may also invest in preferred stocks and warrants. The fund may invest in securities issued by companies with large, medium, or small capitalizations.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
FOBAX	Tributary Balanced Fund Institutional Class	Institutional	Open			Aug 6, 1996	$25.61M	0.920%	Above Average	$1,000	−$3.79M
FOBPX	Tributary Balanced Fund Class Institutional Plus	Institutional	Open			Oct 14, 2011	$54.73M	0.740%	Average	$5M	−$4.22M

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