FOSPX Mutual Fund
FOSPX Mutual Fund
FOSPX Mutual Fund
Tributary Short-Intermediate Bond Fund Institutional Plus Class
FOSPX Mutual Fund Overview
FOSPX Mutual Fund (Tributary Short-Intermediate Bond Fund Institutional Plus Class) is managed by Tributary Funds with $191.3M in net assets. FOSPX expense ratio is 0.45%, holding 221 positions across sectors including Financials, Real Estate, Industrials. Inception date: 2011-10-14.
FOSPX performance shows a YTD return of 1.05%. The 1-year return is 3.47% and the 5-year return is 2.42%. FOSPX dividend yield stands at 4.12%, paid monthly.
FOSPX top holdings include Us Treasury Note 4.125% Jul 31 28 (9.3%), United States Treasury Note 2029-02-28 (5.7%), Us Treas Nts 4.125% 11/30/29 (4.1%), Us Treasury N/B (2.3%), United States Treasury Note/bond 2.75 02/15/2028 (2.0%). Go to all FOSPX holdings, FOSPX sectors, or FOSPX dividends.
FOSPX can be compared against other funds. Use FOSPX overlap to find shared positions, or FOSPX vs another fund for a side-by-side view. FOSPX alternatives are available via the screener, along with tax-loss harvesting opportunities.