FOSBX – Tributary Small Company Instl Plus Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. Under normal market conditions, the Advisor intends to invest at least 80% of its assets in common stocks and securities that can be converted into common stocks, such as convertible bonds, convertible preferred stocks, options, and rights, of companies with small market capitalization.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
FOSCX	Tributary Small Company Fund Institutional Class	Institutional	Open			Jun 10, 1996	$37.70M	1.170%	High	$1,000	−$4.44M
FOSBX	Tributary Small Company Fund Institutional Plus Class	Institutional	Open			Dec 17, 2010	$572.50M	0.950%	Average	$5M	−$82.23M

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