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Tributary Growth Opps Inst (FOGRX) Fund Ranking and Research

Ranking, Research and Recommendation of Tributary Growth Opps Inst (FOGRX) Fund

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

 

Graph of Tributary Growth Opps Inst Fund (FOGRX) ManagerFund Manager - Charles Lauber

Fund Manager Information

Fund Manager Tenure: 12.5 years
Fund Family: Tributary Funds
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.49)     (What does this score mean?)

 

Graph of Tributary Growth Opps Inst Fund (FOGRX) ProfileTributary Growth Opps Inst Fund (FOGRX) Profile

Fund Profile and Description

Tributary Growth Opps Inst Fund seeks long-term capital appreciation. Tributary Growth Opps Inst Fund intends to invest at least 80% of assets in common stocks and securities that can be converted into common stocks, such as convertible bonds, convertible preferred stocks, options and rights. It may also invest up to 35% of assets in preferred stocks and warrants. Tributary Growth Opps Inst Fund may invest in securities issued by companies with large, medium or small capitalization. It does not invest in companies that produce tobacco or tobacco products that have been found to pose a clear risk to human health.

 

Tributary Growth Opps Inst (FOGRX) Fund Strength What we like about Tributary Growth Opps Inst (FOGRX) Fund

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

  • Tributary Growth Opps Inst Fund (FOGRX) management has been with Tributary Growth Opps Inst Fund for 12.5 years
  • Tributary Growth Opps Inst Fund (FOGRX) ratio of up-years vs down years is greater than 2
  • Tributary Growth Opps Inst Fund (FOGRX) has a Morningstar rating of 4 and above
  • Asset base in Tributary Growth Opps Inst Fund (FOGRX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Tributary Growth Opps Inst Fund (FOGRX) has a lower expense ratio than its Mid-Cap Growth average: 1.16% vs 1.28%
  • Tributary Growth Opps Inst Fund (FOGRX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Tributary Growth Opps Inst Fund (FOGRX) Weakness What we are cautious about Tributary Growth Opps Inst (FOGRX) Fund

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

  • Tributary Growth Opps Inst Fund (FOGRX) has a less-than-ideal short-term performance (1-year return -7.60% vs -5.73% Mid-Cap Growth category median performance)
  • Tributary Growth Opps Inst Fund (FOGRX) has a less-than-ideal mid-term performance (3-year return 7.92% vs 8.38% Mid-Cap Growth category median performance)
  • Tributary Growth Opps Inst Fund (FOGRX) has a less-than-ideal Long-term performance (5-year return 7.43% vs 7.70% Mid-Cap Growth category median performance)
  • Tributary Growth Opps Inst Fund (FOGRX) is less safe compared to its Mid-Cap Growth peers
  • Tributary Growth Opps Inst Fund (FOGRX) has an annual stock turnover rate of 57.00% that is higher than the Mid-Cap Growth average of 50.96%. This could mean Tributary Growth Opps Inst is more nimble, but also signal potential high tax impact and high trading fees
  • Tributary Growth Opps Inst Fund (FOGRX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.63 that is higher than category average of 13.49
See Tributary Growth Opps Inst Fund (FOGRX) performance details as of May 30, 2016

 

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

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Tributary Growth Opps Inst4.21-7.607.927.43
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare Tributary Growth Opps Inst Fund (FOGRX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of Tributary Growth Opps Inst Fund (FOGRX) Net Asset TrackingTributary Growth Opps Inst (FOGRX) Fund Net Asset

Track net asset change of Tributary Growth Opps Inst fund (FOGRX)

DateNet Asset
05/2016$147.96M
03/2016$146.87M
02/2016$139.71M
More historic net asset information on Tributary Growth Opps Inst Fund (FOGRX)

  

Graph of Tributary Growth Opps Inst Fund (FOGRX) Portfolio TrackingTributary Growth Opps Inst (FOGRX) Fund Portfolio Allocation

Track portfolio allocation change of Tributary Growth Opps Inst fund (FOGRX)

DateCashStockBondOther
03/20162.15%97.85%0%0%
12/20152.56%97.44%0%0%
09/20157.8%91.23%0%0.97%
Click here to see more historic asset allocation information on Tributary Growth Opps Inst Fund (FOGRX)

 

graph of Tributary Growth Opps Inst Fund (FOGRX) Top 10 Position TrackingTop 10 Holdings in Tributary Growth Opps Inst (FOGRX) Fund

Discover what Tributary Growth Opps Inst Fund (FOGRX) manager is buying

Mar 30, 2016
AutoZone, Inc. Common Stock [2.17%]
Citrix Systems, Inc. [2.14%]
Paychex, Inc. [2.09%]
FleetCor Technologies, Inc. Com [2.07%]
CDW Corporation [2.05%]
RESTAURANT BRANDS INTERNATIONAL [2.03%]
Teleflex Incorporated Common St [2.01%]
Five Below, Inc. [1.99%]
Allscripts Healthcare Solutions [1.91%]

Dec 30, 2015
Allscripts Healthcare Solutions [2.21%]
Teleflex Incorporated Common St [2.21%]
Citrix Systems, Inc. [2.13%]
CDW Corporation [2.02%]
Zoetis Inc. Class A Common Stoc [1.99%]
RESTAURANT BRANDS INTERNATIONAL [1.97%]
AutoZone, Inc. Common Stock [1.97%]
FleetCor Technologies, Inc. Com [1.94%]
IAC/InterActiveCorp [1.9%]

Sep 29, 2015
Teleflex Incorporated Common St [2.25%]
IAC/InterActiveCorp [2.08%]
CDW Corporation [1.98%]
FleetCor Technologies, Inc. Com [1.95%]
Allscripts Healthcare Solutions [1.92%]
Bio-Techne Corp [1.85%]
AutoZone, Inc. Common Stock [1.79%]
Signature Bank [1.78%]
Click here for Stock Holding Change Map in Tributary Growth Opps Inst Fund (FOGRX)

  

Latest News on Tributary Growth Opps Inst (FOGRX) Fund

See what is happening with Tributary Growth Opps Inst Fund (FOGRX)

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