Advertisement
Skip to Content
Morningstar

Tributary Income Instl Plus FOIPX

Morningstar Analyst Rating
Quantitative rating as of | See Tributary Investment Hub
  • NAV / 1-Day Return 9.16  /  0.21 %
  • Total Assets 193.8 Mil
  • Adj. Expense Ratio
    0.530%
  • Expense Ratio 0.500%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Intermediate Core Bond
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Min. Initial Investment 5,000,000
  • Status Open
  • TTM Yield 2.80%
  • Effective Duration 6.16 years

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 10:32 PM GMT+00:00

Morningstar’s Analysis FOIPX

Will FOIPX 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 FOIPX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FOIPX 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 FOIPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

|

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

Unlock our full analysis with Morningstar Investor