FOSBX – Fund Analysis – Tributary Small Company Instl Plus | Morningstar

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Will FOSBX outperform in future?

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

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Process Pillar

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

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

Solid.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

A strong team and approach earn Tributary Small Company Above Average People and Process ratings.

by Eric Schultz

Rated on Oct 5, 2023 Published on Oct 5, 2023

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