Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | FOGRX Insights | FOGRX Score | FOGRX Performance | FOGRX News | FOGRX Allocation | FOGRX Holdings Change

Tributary Growth Opps Inst Fund (FOGRX)

Fund performance review and position details on Tributary Growth Opps Inst Fund (FOGRX)

    Last Trade: $ on , Change: (0%)

Tributary Growth Opps Inst Fund (FOGRX) HighlightTributary Growth Opps Inst Fund (FOGRX) Fund Summary

Tributary Growth Opps Inst Fund (FOGRX) statistics as of May 30, 2016

Category: Mid-Cap Growth
Fund Family: Tributary Funds
Net Asset: $147.96M
Yield: 0%
Year-to-Date Return: 4.21%
Morningstar rating: 4

 

Tributary Growth Opps Inst Fund (FOGRX) CostTributary Growth Opps Inst Fund (FOGRX) Cost

Tributary Growth Opps Inst Fund (FOGRX) various investment related cost

Initial Investment: 1,000
Total Expense Ratio (Mid-Cap Growth average): 1.16% (1.28%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 57.00%

 

Tributary Growth Opps Inst Fund (FOGRX) PerformanceTributary Growth Opps Inst Fund (FOGRX) Performance

Most current Tributary Growth Opps Inst Fund (FOGRX) Performance

1-month Performance (Mid-Cap Growth category median performance): 2.40% (2.34%)
3-month Performance (Mid-Cap Growth category median performance): 10.69% (10.40%)
1 Year Performance (Mid-Cap Growth category median performance): -7.60% (-5.73%)
3 Year Performance (Mid-Cap Growth category median performance): 7.92% (8.38%)
5 Year Performance (Mid-Cap Growth category median performance): 7.43% (7.70%)
Number of Years of positive return: 12 years
Number of Years of negative return: 5 years
3 year Alpha (Mid-Cap Growth category average): -3.6 (-2.65)
3 year Beta (Mid-Cap Growth category average): 1.09 (1.02)
3 year Sharpe Ratio: 0.62
3 year Treynor: 7.2

Tributary Growth Opps Inst Fund (FOGRX) topholdingTop Stock Holdings in Tributary Growth Opps Inst Fund (FOGRX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
AutoZone, Inc. Common Stock2.17%0.00%
Citrix Systems, Inc.2.14%0.00%
Paychex, Inc.2.09%0.00%
FleetCor Technologies, Inc. Com2.07%0.00%
CDW Corporation2.05%0.00%
RESTAURANT BRANDS INTERNATIONAL2.03%0.00%
Teleflex Incorporated Common St2.01%0.00%
Five Below, Inc.1.99%0.00%
Allscripts Healthcare Solutions1.91%0.00%
*Note: The price change will reset to 0 after the midnight

 

Tributary Growth Opps Inst Fund (FOGRX) Portfolio AllocationTributary Growth Opps Inst Fund (FOGRX) Fund Portfolio Allocation

Tributary Growth Opps Inst Fund (FOGRX) Fund Portfolio Allocation data as of 03/2016

Stock97.85%
Bond0%
Cash2.15%
Other0%

 

Tributary Growth Opps Inst Fund (FOGRX) CompareCompare with other Mid-Cap Growth category mutual funds

Below are some additional Mid-Cap Growth mutual funds generated out of our database

Fund1 Year3 year5 year
Tributary Growth Opps Inst-7.607.927.43
Akre Focus Instl (AKRIX)1.8011.1515.02 Compare
Baron Asset Instl (BARIX)-1.9810.2810.08 Compare
Bright Rock Mid Cap Growth Instl (BQMGX)4.539.875.79 Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Tributary Growth Opps Inst Fund (FOGRX) PerformanceOther Financial Data Web Sites on Tributary Growth Opps Inst Fund (FOGRX)

Addition research sites for Tributary Growth Opps Inst Fund (FOGRX)

 

Tributary Growth Opps Inst Fund (FOGRX) Related ResourcesSee more information on Tributary Growth Opps Inst (FOGRX) Fund

Popular pages on Tributary Growth Opps Inst (FOGRX) Fund

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update