Tributary Small Company’s experienced team and effective approach earn Above Average People and Process ratings.
Tributary Small Company Fund Institutional Class FOSCX
- NAV / 1-Day Return 33.75 / +0.87 %
- Total Assets 649.1M
-
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 0.21%
- Turnover 29%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:11 AM GMT+0
Morningstar’s Analysis FOSCX
Will FOSCX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the FOSCX 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 FOSCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 27.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
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Power Integrations Inc | 2.21 | 14M | Technology |
United States