A strong management team and sound investment process underpin Tributary Shrt/Interm Bond Instl Plus's Morningstar Quantitative Rating of Gold. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.
- NAV / 1-Day Return 8.78 / 0.11 %
- Total Assets 233.5 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.480%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Short-Term Bond
- Credit Quality / Interest Rate Sensitivity Medium / Limited
- Min. Initial Investment 5,000,000
- Status Open
- TTM Yield 2.20%
- Effective Duration 1.84 years
Morningstar’s Analysis FOSPX
Will FOSPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.