Skip to Content

Tributary Small Company Instl FOSCX

Medalist Rating as of | See Tributary Investment Hub
  • NAV / 1-Day Return 29.04  /  1.09 %
  • Total Assets 713.3 Mil
  • Adj. Expense Ratio
    1.180%
  • Expense Ratio 1.180%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.19%
  • Turnover 37%

Morningstar’s Analysis FOSCX

Will FOSCX outperform in future?

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

Solid.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

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

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FOSCX

  • Current Portfolio Date
  • Equity Holdings 63
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 22.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Liquidity T-Fund Admin

2.93
20,181,294
Cash and Equivalents
2.63
18,147,223
Industrials
2.63
18,144,660
Financial Services
2.62
18,075,083
Healthcare
2.48
17,105,803
Industrials
2.15
14,833,709
Financial Services
2.11
14,508,030
Technology
2.08
14,339,552
Real Estate
2.06
14,217,081
Industrials
2.03
14,021,962
Financial Services