Tributary Small Company Instl Plus (FOSBX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
At close: 08:00PM EDT
Tributary Small Company Instl Plus
OMAHA NE 68197
1620 DODGE STREET
Tributary Funds, Inc
1-800-662-4203
Management information
Mark A. Wynegar,Lead manager since 2 May 1999
Mark is the president of Tributary Capital Management and is a portfolio manager for the firm’s Small Cap, Small/Mid Cap and All Cap Equity strategies. Mark has over 25 years of industry experience and joined Tributary Capital Management’s predecessor, First Investment Group, in 1999. Prior to joining Tributary, he worked for five years at Westchester Capital Management as a senior securities analyst and two years at Union Pacific Railroad as a financial analyst, both in Omaha, Nebraska. Mark received his Bachelor of Science in Business Administration from the University of Nebraska-Lincoln. He earned his Chartered Financial Analyst (CFA) designation in 1997. Mark is a member of the CFA Society of Nebraska and the CFA Institute. He served on the Board of Directors of the CFA Society of Nebraska from 2002 to 2009, serving as president during 2007 and 2008.
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategorySmall Blend
Fund familyTributary Funds
Net assets755.08M
YTD return3.83%
Yield0.45%
Morningstar rating★★★★
Inception date16 Dec 2010
Fund operations
Last dividend0.14
Last cap gain22.00
Holdings turnover37.00%
Average for categoryN/A
Fees and expenses
ExpenseFOSBXCategory average
Annual report expense ratio (net)0.96%1.03%
Prospectus net expense ratio0.96%N/A
Prospectus gross expense ratio1.06%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.19%
Max deferred sales loadN/A1.22%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
© 2024 Yahoo. All rights reserved.