Account Login button Open New Account button


Fund Strategy

The Tributary Short-Intermediate Bond Fund seeks to maximize total returns in a manner consistent with generation of current income, preservation of capital and reduced price volatility.

Under normal market conditions, the Fund intends to invest primarily all, but must invest at least 80% of its assets in fixed income securities and expects to maintain a dollar-weighted average portfolio maturity of two to five years.

Risk / Return Considerations

Short- or intermediate-term investment grade bonds offer less risk and generally a lower rate of return than longer-term higher yielding bonds.

Investor Profile

This Fund is designed for those who are seeking higher yields than money market funds and who are willing to accept the additional risks of principal fluctuation.

Fund Facts

Class Cusip Ticker Inception
Institutional 320269830 FOSIX 1/1/1991
Institutional Plus 89609H100 FOSPX 10/14/2011

Interest rate risk: Changes in interest rates affect the value issued by or guaranteed by the U.S. government or other government agencies. Changes in interest rates also affect the value of the Fund's futures contracts. When interest futures contracts, and the Fund's shares will decline. A change in interest rates will also affect the amount of income the Fund generates.

High yield debt instrument risk: High yield debt instruments may be sensitive to economic changes, political changes or adverse developments specific to a company. These securities are subject to greater risk of loss, greater sensitivity to interest rate and economic changes, valuation difficulties and a potential lack of a secondary or public market for securities.

You should consider your own investment goals, time horizon, and risk tolerance before investing in these Funds.