FSMBX Mutual Fund

FSMBX Mutual Fund (Tributary Small/Mid Cap Fund Institutional Plus Class) is managed by Tributary Funds with $16.1M in net assets. FSMBX expense ratio is 0.90%, holding 59 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2019-08-01.

FSMBX performance shows a YTD return of 13.56%. The 1-year return is 12.55% and the 5-year return is 6.12%. FSMBX dividend yield stands at 0.54%, paid annually.

FSMBX top holdings include Burlington Stores Inc (3.2%), Idacorp Inc Ida (3.0%), Littelfuse Inc (3.0%), Onto Innovation Inc (2.6%), Caci International Inc (2.6%). Go to all FSMBX holdings, FSMBX sectors, or FSMBX dividends.

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