FOBPX Mutual Fund
FOBPX Mutual Fund
FOBPX Mutual Fund
Tributary Balanced Fund Institutional Plus Class
FOBPX Mutual Fund Overview
FOBPX Mutual Fund (Tributary Balanced Fund Institutional Plus Class) is managed by Tributary Funds with $54.7M in net assets. FOBPX expense ratio is 0.77%, holding 191 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2011-10-14.
FOBPX performance shows a YTD return of 6.15%. The 1-year return is 9.84% and the 5-year return is 5.83%. FOBPX dividend yield stands at 9.75%, paid quarterly.
FOBPX top holdings include Apple, Inc (4.7%), Nvidia Corp (4.5%), US Treas Nts 1.875% 02/15/32 (4.0%), Microsoft Corp (4.0%), U.S. Treasury Notes 1.5% 02/15/2030 (3.7%). Go to all FOBPX holdings, FOBPX sectors, or FOBPX dividends.
FOBPX can be compared against other funds. Use FOBPX overlap to find shared positions, or FOBPX vs another fund for a side-by-side view. FOBPX alternatives are available via the screener, along with tax-loss harvesting opportunities.