Investing for the long term?

Think Tributary Funds

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.

Overall Morningstar Rating as of 6/30/2020
Fund Morningstar Category
Growth Opportunities Fund
Out of 558 Mid-Cap Growth Funds
Small Company Fund
Out of 615 Small Blend Funds
Small/Mid Cap Fund Unassigned Mid Blend Funds
Balanced Fund
Out of 636 Allocation - 50% to 70% Equity Funds
Income Fund
Out of 379 Intermediate Core Bond Funds
Nebraska Tax-Free Fund
Out of 142 Muni Single State Interm Funds
Short-Intermediate Bond Fund
Out of 510 Short-Term Bond Funds

About Tributary Funds

In our twenty year history, the Tributary Funds have grown and adapted to keep pace with the changing needs of our shareholders. We offer a range of mutual funds including domestic equity, fixed income and balanced to individuals and institutions.

We are deeply appreciative of the trust our clients place in the Tributary Funds and don't take this tremendous responsibility lightly. The Funds are advised by Tributary Capital Management, a firm deep in talent and tenure, with the investment team having an average of nearly twenty years of investment experience. The President has spent the last 17 years working with the Firm and its predecessor. He has over 20 years of industry experience, which provides the consistent and steady guidance necessary to stay true to our philosophy, even in times of market disruption.


Morningstar proprietary ratings reflect risk-adjusted performance through June 30, 2020. 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, 2020, the Small Company Fund received the following star ratings among Small Blend funds for the following time periods: 2 stars (out of 615) for the three-year, 3 stars (out of 495) for the five-year and 3 stars (out of 359) 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: 4 stars (out of 636) for the three-year, 4 stars (out of 558) for the five-year and 4 stars (out of 412) 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 558) for the three-year, 3 stars (out of 500) for the five-year and 3 stars (out of 381) 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 510) for the three-year, 3 stars (out of 448) for the five-year and 3 stars (out of 285) for the ten-year time periods. The Income Fund received the following star ratings among Intermediate Core Bond funds for the following time periods: 3 stars (out of 379) for the three-year, 3 stars (out of 330) for the five-year and 4 stars (out of 248) for the ten-year periods. The Nebraska Tax-Free Fund received the following star rating among the Muni Single State Intermediate Funds: 5 stars (out of 142) for the three-year, the Fund is not yet ranked for any other time periods.

Past Performance is no guarantee of future results.




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