Tributary Small Company Fd Instl

Frequently Asked Questions About FOSCX

What does FOSCX invest in?

Under typical market conditions, the fund's strategy involves committing a minimum of 80% of its assets to equity investments. These consist primarily of common stocks and various securities that can be converted into common stock, such as convertible bonds, preferred shares, options, and rights. All these investments are made in companies characterized by a small market capitalization, which for this fund is generally defined as less than $6 billion.

What is the expense ratio of FOSCX?

Tributary Small Company Fd Instl (FOSCX) charges an expense ratio of 1.18%. This is the annual fee deducted from fund assets to cover management and operations.

How big is FOSCX?

Tributary Small Company Fd Instl (FOSCX) manages $601.0M 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 FOSCX actively managed or an index fund?

FOSCX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was FOSCX launched?

Tributary Small Company Fd Instl (FOSCX) launched in June 1996 and is managed by the fund issuer.

How has FOSCX performed?

FOSCX'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.