The Tributary Funds are a family of mutual funds advised by Tributary Capital Management. Each Tributary Fund is managed with a unique strategy allowing you to customize a diversified portfolio.

Fund

Morningstar Rating *

Small Company Fund (FOSCX) Out of 654 Small Blend Funds
Balanced Fund (FOBAX)  Out of 820 Moderate Allocation Funds
Growth Opportunities Fund (FOGRX)  Out of 650 Mid-Cap Growth Funds
Short-Intermediate Bond Fund (FOSIX)   Out of 493 Short-Term Bond Funds
Income Fund (FOINX)  Out of 953 Intermediate-Term Bond Funds

* Overall Morningstar Rating as of 6/30/2016

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Morningstar proprietary ratings reflect risk-adjusted performance through 6/30/2016. The ratings are subject to change every month. Morningstar ratings are calculated from the funds' 3, 5 and 10-year returns (as applicable), with fee adjustments in excess of 90-day Treasury bill returns, and a risk factor that reflects fund performance below 90-day T-Bill returns. The top 10% of the funds in a rating universe receive 5-stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star.

As of June 30, 2016,  the Small Company Fund received the following star ratings among Small Blend funds for the following time periods:  5 stars (out of 654) for the three-year, 4 stars (out of 559) for the five-year and 5 stars (out of 381) for the ten-year time periods. The Balanced Fund received the following star ratings among Moderate Allocation funds for the following time periods: 4 stars (out of 820) for the three-year, 4 stars (out of 704) for the five-year and 4 stars (out of 479) for the ten-year periods. The Growth Opportunities Fund received the following star ratings among Mid-Cap Growth funds for the following time periods: 3 stars (out of 650) for the three-year, 3 stars (out of 573) for the five-year and 4 stars (out of 429) for the ten-year time periods. The Short/Intermediate Bond Fund received the following star ratings among Short-Term Bond funds for the following time periods: 3 stars (out of 493) for the three-year, 4 stars (out of 405) for the five-year and 3 stars (out of 284) for the ten-year time periods. The Income Fund received the following star ratings among Intermediate -Term Bond funds for the following time periods: 3 stars (out of 953) for the three-year, 4 stars (out of 836) for the five-year and 3 stars (out of 603) for the ten-year periods.

Tributary Fund Updates

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