An experienced team and straightforward approach earn Tributary Small Company's cheapest share class a Morningstar Analyst Rating of Silver, while its more expensive one is Bronze.
Will FOSBX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of FOSBX’s parent organization’s priorities and whether they’re in line with investors’ interests.