- What does FOSBX invest in?
- Under typical market conditions, this fund's strategy is to commit a minimum of 80% of its assets to common stocks (equities) and other securities convertible into equity. This includes instruments like convertible bonds, convertible preferred stocks, options, and rights. These investments are made in companies characterized by a small market capitalization, which the fund defines as businesses with a market value below $6 billion.
- What is the expense ratio of FOSBX?
- Tributary Small Company Fund Institutional Plus Class (FOSBX) charges an expense ratio of 0.95%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is FOSBX?
- Tributary Small Company Fund Institutional Plus Class (FOSBX) manages $687.9M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is FOSBX actively managed or an index fund?
- FOSBX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was FOSBX launched?
- Tributary Small Company Fund Institutional Plus Class (FOSBX) launched in December 2010 and is managed by the fund issuer.
- How has FOSBX performed?
- FOSBX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
