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 638 Small Blend Funds
Balanced Fund (FOBAX)  Out of 865 Moderate Allocation Funds
Growth Opportunities Fund (FOGRX)  Out of 644 Mid-Cap Growth Funds
Short-Intermediate Bond Fund (FOSIX)   Out of 493 Short-Term Bond Funds
Income Fund (FOINX) Out of 947 Intermediate-Term Bond Funds

* Overall Morningstar Rating as of 12/31/2015

See the full list of our funds

 

Morningstar proprietary ratings reflect risk-adjusted performance through 12/31/2015. 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 December 31, 2015,  the Small Company Fund received the following star ratings among Small Blend funds for the following time periods:  4 stars (out of 638) for the three-year, 3 stars (out of 564) for the five-year and 5 stars (out of 366) 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 865) for the three-year, 4 stars (out of 745) for the five-year and 4 stars (out of 505) 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 644) for the three-year, 3 stars (out of 577) for the five-year and 4 stars (out of 431) 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, 3 stars (out of 406) for the five-year and 3 stars (out of 278) 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 947) for the three-year, 4 stars (out of 829) for the five-year and 3 stars (out of 595) for the ten-year periods.

Tributary Fund Updates

Quarterly Fact Sheets