FOSBX : Tributary Small Company Fund Institutional Plus Class

FOSBX is a US Stocks Market Small Blend with MODERATE fees.

FOSBX

Tributary Small Company Fund Institutional Plus Class

FI Score

50 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

5 /10

Market Size

7 /10

50% FI Score
  • fosbx
  • Mutual Fund
  • US Stocks
  • Small Blend

Tributary Small Company Fund Institutional Plus Class

Expenses: 0.99% (Better than 1% of similar funds)

This is an OK choice for a Small Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. Under normal market conditions, the Advisor intends to invest at least 80% of its 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 generally considered "small" if it is less than $5 billion.

Largest Holdings

Amount Holding
3.95% LHC Group Inc
3.45% Easterly Government Properties Inc
2.95% AMN Healthcare Services Inc
2.59% Integra Lifesciences Holdings Corp
2.59% Idacorp Inc
2.38% Selective Insurance Group Inc
2.31% Balchem Corp
2.30% Tetra Tech Inc
2.16% Stifel Financial Corp
2.16% Franklin Electric Co Inc
2.12% Forward Air Corp
2.12% ICF International Inc
2.05% Old National Bancorp
2.00% South State Corp
1.98% Dorman Products Inc
1.93% Omnicell Inc
1.91% Standard Motor Products Inc
1.89% Marcus & Millichap Inc
1.83% ExlService Holdings Inc
1.77% Sykes Enterprises Inc
1.77% CACI International Inc Class A
1.75% Atlantic Union Bankshares Corp
1.70% PC Connection Inc
1.65% Nexstar Media Group Inc Class A
1.59% Barnes Group Inc

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