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Tributary Small Company Instl Fund (FOSCX)

Fund performance review and position details on Tributary Small Company Instl Fund (FOSCX)

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

Tributary Small Company Instl Fund (FOSCX) HighlightTributary Small Company Instl Fund (FOSCX) Fund Summary

Tributary Small Company Instl Fund (FOSCX) statistics as of May 30, 2016

Category: Small Blend
Fund Family: Tributary Funds
Net Asset: $299.01M
Yield: 0.16%
Year-to-Date Return: 5.65%
Morningstar rating: 5

 

Tributary Small Company Instl Fund (FOSCX) CostTributary Small Company Instl Fund (FOSCX) Cost

Tributary Small Company Instl Fund (FOSCX) various investment related cost

Initial Investment: 1,000
Total Expense Ratio (Small Blend average): 1.18% (1.22%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 32.00%

 

Tributary Small Company Instl Fund (FOSCX) PerformanceTributary Small Company Instl Fund (FOSCX) Performance

Most current Tributary Small Company Instl Fund (FOSCX) Performance

1-month Performance (Small Blend category median performance): 1.19% (1.79%)
3-month Performance (Small Blend category median performance): 10.68% (10.88%)
1 Year Performance (Small Blend category median performance): 3.91% (-5.18%)
3 Year Performance (Small Blend category median performance): 9.63% (6.96%)
5 Year Performance (Small Blend category median performance): 9.01% (7.84%)
Number of Years of positive return: 14 years
Number of Years of negative return: 5 years
3 year Alpha (Small Blend category average): -0.66 (-4.16)
3 year Beta (Small Blend category average): 0.97 (1.06)
3 year Sharpe Ratio: 0.72
3 year Treynor: 9.83

Tributary Small Company Instl Fund (FOSCX) topholdingTop Stock Holdings in Tributary Small Company Instl Fund (FOSCX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Selective Insurance Group, Inc.2.47%0.00%
West Pharmaceutical Services, I2.32%0.00%
Cardinal Financial Corporation2.26%0.00%
Littelfuse, Inc.2.17%0.00%
Granite Construction Incorporat2.16%0.00%
CLARCOR Inc. Common Stock2.14%0.00%
Old National Bancorp2.05%0.00%
IDACORP, Inc. Common Stock2.02%0.00%
Integra LifeSciences Holdings C1.95%0.00%
*Note: The price change will reset to 0 after the midnight

 

Tributary Small Company Instl Fund (FOSCX) Portfolio AllocationTributary Small Company Instl Fund (FOSCX) Fund Portfolio Allocation

Tributary Small Company Instl Fund (FOSCX) Fund Portfolio Allocation data as of 03/2016

Stock96.95%
Bond0%
Cash3.05%
Other0%

 

Tributary Small Company Instl Fund (FOSCX) CompareCompare with other Small Blend category mutual funds

Below are some additional Small Blend mutual funds generated out of our database

Fund1 Year3 year5 year
Tributary Small Company Instl3.919.639.01
Voya Small Company W (ISMWX)0.399.509.36 Compare
Natixis Vaughan Nelson Small Cap Value A (NEFJX)-1.7410.7010.01 Compare
CRM Small Cap Value Instl (CRISX)-1.578.116.99 Compare

See top fund managers for Small Blend Category Funds

 

Tributary Small Company Instl Fund (FOSCX) PerformanceOther Financial Data Web Sites on Tributary Small Company Instl Fund (FOSCX)

Addition research sites for Tributary Small Company Instl Fund (FOSCX)

 

Tributary Small Company Instl Fund (FOSCX) Related ResourcesSee more information on Tributary Small Company Instl (FOSCX) Fund

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