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Tributary Funds receive Top 10 Ratings for our "Best Funds for the Long-Term." |
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 562 Small Blend Funds |
| Balanced Fund (FOBAX) | Out of 955 Moderate Allocation Funds |
| Growth Opportunities Fund (FOGRX) | Out of 702 Mid Cap Growth Funds |
* Overall Morningstar Rating as of 6/30/2010
See the full list of our funds
Morningstar proprietary ratings reflect risk-adjusted performance through 5/31/10. 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, 2010, the Small Company Fund received the following star ratings among Small Blend funds for the following time periods: 5 stars (ranking 28 among 565) for the three-year, 5 stars (ranking 48 among 479) for the five-year and 4 stars (ranking 53 among 251 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 (ranking 67 among 963) for the three-year, 4 stars (ranking 81 among 807) for the five-year and 5 stars (ranking 13 among 436 for the ten-year time periods.) The Growth Opportunities Fund received the following star ratings among Mid-Cap Growth funds for the following time periods: 4 stars (ranking 222 among 694) for the three-year, 4 stars (ranking 251 among 612) for the five-year and 5 stars (ranking 28 among 354 for the ten-year time periods.)
Mutual Fund Performance
The Tributary Funds goal is to provide individuals, corporations and institutions with above average returns with below average risk. We feel we are located in the region of the country known for its sensible investors and tax sensitivity, we answer to a higher standard. Our long term vision and no nonsense strategies, allow us to be deliberate with our guidance and swift in our vision.
Tributary - as defined in the dictionary is "a stream that flows to a larger stream or other body of water." This word conjures up images of forward motion, momentum and success. Our mutual fund complex is one that is built on the "best of the best" belief. Together, our team of advisors and sub-advisors has greater success by pooling our resources together. The synergies gained benefit the shareholders of this fund complex!
At the end of the day, it is the same people who are running your funds. We are just renewing our focus and setting the stage for the future with our new name.