Nasdaq - Delayed Quote USD

Tributary Small Company Instl Plus (FOSBX)

29.05
+0.21
+(0.73%)
At close: May 16 at 8:00:54 PM EDT
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  • Previous Close 28.84
  • YTD Return -12.92%
  • Expense Ratio 0.96%
  • Category Small Blend
  • Last Cap Gain 32.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 602.22M
  • Beta (5Y Monthly) 1.08
  • Yield 0.30%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.09
  • Inception Date Dec 17, 2010

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. A company's market capitalization is generally considered "small" if it is less than $6 billion.

Tributary Funds

Fund Family

Small Blend

Fund Category

602.22M

Net Assets

2010-12-17

Inception Date

More about Tributary Small Company Instl Plus

Performance Overview: FOSBX

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Trailing returns as of 5/16/2025. Category is Small Blend.

YTD Return

FOSBX
12.92%
Category
20.19%
 

1-Year Return

FOSBX
2.40%
Category
60.18%
 

3-Year Return

FOSBX
3.60%
Category
11.32%
 

5-Year Return

FOSBX
12.15%
Category
13.88%
 

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Holdings: FOSBX

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Sector Weightings

SectorFOSBX
Industrials   20.19%
Technology   18.09%
Financial Services   18.05%
Healthcare   12.95%
Consumer Cyclical   10.11%
Real Estate   5.97%
Utilities   3.82%
Consumer Defensive   3.81%
Basic Materials   3.75%
Energy   3.26%
Communication Services   0.00%
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Recent News: FOSBX

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Research Reports: FOSBX

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JAGLX Janus Henderson Global Life Sciences T
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