FOSBX Mutual Fund

FOSBX Mutual Fund (Tributary Small Company Fund Institutional Plus Class) is managed by Tributary Funds with $569.2M in net assets. FOSBX expense ratio is 0.96%, holding 66 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2010-12-17.

FOSBX performance shows a YTD return of 26.36%. The 1-year return is 22.07% and the 5-year return is 8.20%. FOSBX dividend yield stands at 6.28%, paid annually.

FOSBX top holdings include Blackrock Liq Fund T-Fd-In 4.62 (2.9%), Moelis & Co_None_0 (2.7%), Esco Technologies Inc (2.6%), Enpro Industries Inc (2.4%), Seacoast Banking Corp Of Florida (2.4%). Go to all FOSBX holdings, FOSBX sectors, or FOSBX dividends.

FOSBX can be compared against other funds. Use FOSBX overlap to find shared positions, or FOSBX vs another fund for a side-by-side view. FOSBX alternatives are available via the screener, along with tax-loss harvesting opportunities.