FOSBX Mutual Fund
FOSBX Mutual Fund
Tributary Small Company Fund Institutional Plus Class
FOSBX Mutual Fund Overview
FOSBX Mutual Fund (Tributary Small Company Fund Institutional Plus Class) is managed by Tributary Funds with $609.4M in net assets. FOSBX expense ratio is 0.96%, holding 60 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2010-12-17.
FOSBX performance shows a YTD return of 27.29%. The 1-year return is 30.14% and the 5-year return is 8.97%. FOSBX dividend yield stands at 6.18%, paid annually.
FOSBX top holdings include Esco Technologies Inc (4.2%), Enpro Industries (3.1%), Viavi Solutions Inc . (2.9%), Moelis & Co Common Stock Usd 0.01 (2.7%), Advanced Energy Industries, Inc. (2.7%). View all FOSBX holdings, sector breakdown, or dividend history.
FOSBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FOSBX alternatives are available via the screener, along with tax-loss harvesting opportunities.