FOBPX Mutual Fund

FOBPX Mutual Fund (Tributary Balanced Fund Institutional Plus Class) is managed by Tributary Funds with $55.7M in net assets. FOBPX expense ratio is 0.77%, holding 206 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2011-10-14.

FOBPX performance shows a YTD return of 4.61%. The 1-year return is 9.94% and the 5-year return is 6.87%. FOBPX dividend yield stands at 9.75%, paid quarterly.

FOBPX top holdings include Apple, Inc (4.6%), Nvidia Corp. (4.4%), Treasury Note (Otr) 1.88% Feb 15, 2032 (4.0%), United States Treas Nts 1.5% 02/15/2030 (3.7%), Microsoft Corp 4.100 Feb 06 37 (3.6%). 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.