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Tributary Shrt/Interm Bond Instl Plus FOSPX

Quantitative rating as of
  • NAV / 1-Day Return 8.78  /  0.11 %
  • Total Assets 233.5 Mil
  • Adj. Expense Ratio
    0.490%
  • 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.

Summary

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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.

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