What does Tributary Balanced Fd Instl do?

Tributary Balanced Fd Instl (FOBAX) operates in the Asset Management industry within the Financial Services sector. Full company description, peers, and segment breakdown are on the page above.

What is FOBAX's market cap?

Tributary Balanced Fd Instl (FOBAX) has a market capitalization of approximately $80.9 million, as of July 24, 2026, based on the most recent share price and shares outstanding.

Does FOBAX pay a dividend?

Yes — Tributary Balanced Fd Instl (FOBAX) pays a dividend quarterly, with a trailing-twelve-month yield of 9.52%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.

FOBAX

Tributary Balanced Fd Instl

NASDAQ·Asset Management · Financial Services

$20.65$0.07+0.34%

Market cap$80.90M·Market closed·Jul 24 8:00 PM UTC

Price Chart

$20.65+$0.07 (+0.34%)today

−2.73%CAGR −0.55%

Select date range

FromTo

Aug 6, 1996Jul 25, 2021 → Jul 25, 2026· 5.0 yrsJul 25, 2026

Key Metrics

DividendDividend Tab

Dividend Yield (FWD)1.32%

Annual Dividend (FWD)$0.27

Dividend Growth (5Y)—

Dividend Safety—

Payout Ratio251.6%

FCF Payout Ratio—

Most Recent Dividend$0.068

Ex-Dividend DateJun 18

Payment DateJun 22

EarningsEarnings Tab

EPS (FWD)—

P/E Ratio (FWD)—

EPS Growth (1Y)—

EPS Growth (3Y)—

EPS Growth (5Y)—

Next Earnings Date—

Last Report Date—

Reported vs Estimate—

Earnings Surprise—

Income Statement Flow

PRO

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About Tributary Balanced Fd Instl

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.

Sector: Financial Services
Industry: Asset Management
Exchange: NASDAQ
Website: www.tributaryfunds.com/balanced-fund/

Peers

Peers Tab

LZUOX

Lazard US Equity Select Portfolio Open Shares

Cap

$76.9M

RMVIX

RBC Funds Trust - RBC Microcap Value Fund

Cap

$91.6M

EXEYX

Manning & Napier Fd, Inc. Equity Series Class S

Cap

$54.0M

Latest News

News Tab

No recent news available.

Frequently Asked Questions About FOBAX

What does Tributary Balanced Fd Instl do?: Tributary Balanced Fd Instl (FOBAX) operates in the Asset Management industry within the Financial Services sector. Full company description, peers, and segment breakdown are on the page above.
What is FOBAX's market cap?: Tributary Balanced Fd Instl (FOBAX) has a market capitalization of approximately $80.9 million, as of July 24, 2026, based on the most recent share price and shares outstanding.
Does FOBAX pay a dividend?: Yes — Tributary Balanced Fd Instl (FOBAX) pays a dividend quarterly, with a trailing-twelve-month yield of 9.52%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.