FSMBX Mutual Fund (Tributary Small/Mid Cap Fund Institutional Plus Class) is managed by Tributary Funds with $15.5M in net assets. FSMBX expense ratio is 0.90%, holding 59 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2019-08-01.

FSMBX performance shows a YTD return of 11.83%. The 1-year return is 13.76% and the 5-year return is 6.39%. FSMBX dividend yield stands at 0.54%, paid annually.

FSMBX top holdings include Burlington Stores Inc (3.2%), Idacorp Inc (3.0%), Littelfuse Inc (3.0%), Onto Innovation Inc (2.6%), Caci International (2.6%). View all FSMBX holdings, sector breakdown, or dividend history.

FSMBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FSMBX alternatives are available via the screener, along with tax-loss harvesting opportunities.