FOSBX Mutual Fund

FOSBX Mutual Fund (Tributary Small Company Fund Institutional Plus Class) is managed by Tributary Funds with $632.9M 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 26.17%. The 1-year return is 27.61% and the 5-year return is 8.61%. FOSBX dividend yield stands at 6.29%, paid annually.

FOSBX top holdings include Esco Technologies Inc (4.2%), Enpro Industries Inc (3.1%), Viavi Solutions Inc (2.9%), Moelis & Co_None_0 (2.7%), Advanced Energy Industries, Inc. (2.7%). 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.