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Tributary Balanced Instl Plus FOBPX

Quantitative rating as of
  • NAV / 1-Day Return 17.03  /  0.00
  • Total Assets 71.6 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.800%
  • Distribution Fee Level Above Average
  • 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 1.09%
  • Turnover 23%

Morningstar’s Analysis FOBPX

Will FOBPX outperform in future?

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

Summary

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Decreased confidence in Tributary Balanced Instl Plus's prospects relative to its Morningstar Category peers leads to a downgrade in this strategy's Morningstar Quantitative Rating to Silver from Gold. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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