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Tributary Income Instl Plus FOIPX

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

Morningstar’s Analysis FOIPX

Will FOIPX outperform in future?

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

Summary

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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.

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