- What are the top holdings of FOBAX?
- A machine-readable holdings disclosure for Tributary Balanced Fd Instl (FOBAX) is not available from our data sources — fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
- What sectors does FOBAX invest in?
- Tributary Balanced Fd Instl (FOBAX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is FOBAX most exposed to?
- FOBAX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is FOBAX a US-only fund?
- The country allocation card on this page shows FOBAX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does FOBAX invest in?
- The fund aims to generate capital growth while also providing ongoing income. Its Sub-Adviser diversifies the portfolio by investing in common stocks, fixed-income instruments, and cash equivalents. Typically, 25% to 75% of the fund's assets will be allocated to equities and convertible securities, with a minimum of 25% dedicated to fixed-income securities. The fund may also include preferred shares and warrants in its holdings and has the flexibility to invest in companies of any market capitalization, whether large, medium, or small.
