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

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

Tributary Small Company Instl (FOSCX) Fund Ranking and Research

Ranking, Research and Recommendation of Tributary Small Company Instl (FOSCX) Fund

    Last Trade: $27.63 on 3/24/2017, Change: +0.01 (0.04%)

 

Graph of Tributary Small Company Instl Fund (FOSCX) ManagerFund Manager - Mark A. Wynegar

Fund Manager Information

Fund Manager Tenure: 17.9 years
Fund Family: Tributary Funds
Fund Category: Small Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.8)     (What does this score mean?)

 

Graph of Tributary Small Company Instl Fund (FOSCX) ProfileTributary Small Company Instl Fund (FOSCX) Profile

Fund Profile and Description

Tributary Small Company Instl Fund seeks long-term capital appreciation. Tributary Small Company Instl Fund invests 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, of companies with small market capitalization. A company’s market capitalization is considered “small” if it is less than $4 billion.

 

Tributary Small Company Instl (FOSCX) Fund Strength What we like about Tributary Small Company Instl (FOSCX) Fund

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

  • Tributary Small Company Instl Fund (FOSCX) management has been with Tributary Small Company Instl Fund for 17.9 years
  • Tributary Small Company Instl Fund (FOSCX) has good short-term performance (1-year return 3.91% vs -5.18% Small Blend category median performance)
  • Tributary Small Company Instl Fund (FOSCX) has good mid-term performance (3-year return 9.63% vs 6.96% Small Blend category median performance)
  • Tributary Small Company Instl Fund (FOSCX) has good Long-term performance (5-year return 9.01% vs 7.84% Small Blend category median performance)
  • Tributary Small Company Instl Fund (FOSCX) ratio of up-years vs down years is greater than 2
  • Tributary Small Company Instl Fund (FOSCX) has a Morningstar rating of 4 and above
  • Asset base in Tributary Small Company Instl Fund (FOSCX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Tributary Small Company Instl Fund (FOSCX) has an annual stock turnover rate of 32.00% vs Small Blend average of 52.13%. It is good that Tributary Small Company Instl management does not trade extensively for its return.
  • Tributary Small Company Instl Fund (FOSCX) is less volatile than its peers as it has a 3-year Standard Deviation of 14.04, lower than category average of 14.58
  • Tributary Small Company Instl Fund (FOSCX) has a lower expense ratio than its Small Blend average: 1.18% vs 1.22%
  • Tributary Small Company Instl Fund (FOSCX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Tributary Small Company Instl Fund (FOSCX) Weakness What we are cautious about Tributary Small Company Instl (FOSCX) Fund

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

See Tributary Small Company Instl Fund (FOSCX) performance details as of May 30, 2016

 

What do you think?

 

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

Aadditional top Small Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Tributary Small Company Instl5.653.919.639.01
Voya Small Company W (ISMWX)5.840.399.509.36Compare
Natixis Vaughan Nelson Small Cap Value A (NEFJX)4.84-1.7410.7010.01Compare
CRM Small Cap Value Instl (CRISX)4.71-1.578.116.99Compare

See top fund managers for Small Blend Category Funds

 

Compare Tributary Small Company Instl Fund (FOSCX)Compare with Small Blend category ETFs

Some Small Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR S&P 600 Small Cap ETF (SLY)5.61%0.29%9.84%
Wilshire Micro-Cap ETF (WMCR)000
Vanguard Small-Cap ETF (VB)000
Vanguard S&P Small-Cap 600 ETF (VIOO)000
WisdomTree SmallCap Earnings ETF (EES)000

 

Graph of Tributary Small Company Instl Fund (FOSCX) Net Asset TrackingTributary Small Company Instl (FOSCX) Fund Net Asset

Track net asset change of Tributary Small Company Instl fund (FOSCX)

DateNet Asset
05/2016$299.01M
03/2016$274.91M
02/2016$251.09M
More historic net asset information on Tributary Small Company Instl Fund (FOSCX)

  

Graph of Tributary Small Company Instl Fund (FOSCX) Portfolio TrackingTributary Small Company Instl (FOSCX) Fund Portfolio Allocation

Track portfolio allocation change of Tributary Small Company Instl fund (FOSCX)

DateCashStockBondOther
03/20163.05%96.95%0%0%
12/20151.39%98.61%0%0%
09/20152.02%97.98%0%0%
Click here to see more historic asset allocation information on Tributary Small Company Instl Fund (FOSCX)

 

graph of Tributary Small Company Instl Fund (FOSCX) Top 10 Position TrackingTop 10 Holdings in Tributary Small Company Instl (FOSCX) Fund

Discover what Tributary Small Company Instl Fund (FOSCX) manager is buying

Mar 30, 2016
Selective Insurance Group, Inc. [2.47%]
West Pharmaceutical Services, I [2.32%]
Cardinal Financial Corporation [2.26%]
Littelfuse, Inc. [2.17%]
Granite Construction Incorporat [2.16%]
CLARCOR Inc. Common Stock [2.14%]
Old National Bancorp [2.05%]
IDACORP, Inc. Common Stock [2.02%]
Integra LifeSciences Holdings C [1.95%]

Dec 30, 2015
Cardinal Financial Corporation [2.54%]
Selective Insurance Group, Inc. [2.4%]
LTC Properties, Inc. Common Sto [2.4%]
West Pharmaceutical Services, I [2.14%]
Integra LifeSciences Holdings C [2.09%]
Old National Bancorp [2.07%]
Granite Construction Incorporat [2.06%]
MB Financial Inc. [2.05%]
Littelfuse, Inc. [2.01%]

Sep 29, 2015
Cardinal Financial Corporation [2.63%]
Selective Insurance Group, Inc. [2.6%]
LTC Properties, Inc. Common Sto [2.43%]
Old National Bancorp [2.17%]
Steiner Leisure Limited [2.14%]
MB Financial Inc. [2.11%]
Multi-Color Corporation [2.08%]
Team Health Holdings, Inc. Team [2.04%]
Analogic Corporation [2.01%]
West Pharmaceutical Services, I [1.97%]
Click here for Stock Holding Change Map in Tributary Small Company Instl Fund (FOSCX)

  

Latest News on Tributary Small Company Instl (FOSCX) Fund

See what is happening with Tributary Small Company Instl Fund (FOSCX)

 

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

Popular pages on Tributary Small Company Instl (FOSCX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update