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 655 Small Blend Funds
Balanced Fund (FOBAX)  Out of 826 Allocation – 50% to 70% Equity Funds
Growth Opportunities Fund (FOGRX)  Out of 660 Mid-Cap Growth Funds
Short-Intermediate Bond Fund (FOSIX)   Out of 498 Short-Term Bond Funds
Income Fund (FOINX)  Out of 956 Intermediate-Term Bond Funds

* Overall Morningstar Rating as of 9/30/2016

See the full list of our funds

 

Morningstar proprietary ratings reflect risk-adjusted performance through 9/30/2016. 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 September 30, 2016,  the Small Company Fund received the following star ratings among Small Blend funds for the following time periods:  5 stars (out of 655) for the three-year, 3 stars (out of 570) for the five-year and 5 stars (out of 387) for the ten-year time periods. The Balanced Fund received the following star ratings among Allocation – 50% to 70% Equity funds for the following time periods: 3 stars (out of 826) for the three-year, 3 stars (out of 716) for the five-year and 4 stars (out of 492) 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 660) for the three-year, 3 stars (out of 574) for the five-year and 4 stars (out of 425) 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 498) for the three-year, 4 stars (out of 415) for the five-year and 3 stars (out of 283) for the ten-year time periods. The Income Fund received the following star ratings among Intermediate -Term Bond funds for the following time periods: 4 stars (out of 956) for the three-year, 3 stars (out of 844) for the five-year and 3 stars (out of 602) for the ten-year periods.