FSMBX Mutual Fund

FSMBX Mutual Fund (Tributary Small/Mid Cap Fund Institutional Plus Class) is managed by Tributary Funds with $14.9M in net assets. FSMBX expense ratio is 0.90%, holding 57 positions across sectors including Information Technology, Industrials, Financials. 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 5.39%. FSMBX dividend yield stands at 0.53%, paid annually.

FSMBX top holdings include Onto Innovation Inc (4.3%), Littelfuse Inc (3.6%), Enpro Industries Inc (3.3%), Idacorp Inc Ida (2.9%), Burlington Stores Inc (2.7%). 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.