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 * |
|
|---|---|---|
| Core Equity Fund (FOEQX) |  Out of 1,474 |
Large Blend Funds |
| Small Company Fund (FOSCX) | Out of 604 |
Small Blend Funds |
| Balanced Fund (FOBAX) | Out of 802 |
Moderate Allocation Funds |
| Growth Opportunities Fund (FOGRX) | Out of 645 |
Mid-Cap Growth Funds |
| Short-Intermediate Bond Fund (FOSIX) | Out of 355 |
Short-Term Bond Funds |
| Income Fund (FOINX) | Out of 1,004 |
Intermediate-Term Bond Funds |
* Overall Morningstar Rating as of 03/31/2013
See the full list of our funds
Morningstar proprietary ratings reflect risk-adjusted performance through 03/31/13. 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 March 31, 2013, the Core Equity Fund received the following star ratings among Large Blend funds for the following time periods: 1 star (out of 1,474) for the three-year, 2 stars (out of 1,325) for the five-year and 3 stars (out of 820) for the ten-year time periods. The Small Company Fund received the following star ratings among Small Blend funds for the following time periods: 3 stars (out of 604) for the three-year, 4 stars (out of 535) for the five-year and 3 stars (out of 329) for the ten-year time periods. The Balanced Fund received the following star ratings among Moderate Allocation funds for the following time periods: 5 stars (out of 802) for the three-year, 5 stars (out of 697) for the five-year and 5 stars (out of 414) 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 645) for the three-year, 4 stars (out of 564) for the five-year and 4 stars (out of 417) 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: 4 stars (out of 355) for the three-year, 4 stars (out of 319) for the five-year and 3 stars (out of 204) 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 1,004) for the three-year, 3 stars (out of 877) for the five-year and 2 stars (out of 605) for the ten-year periods.
