Tributary Funds Mutual Funds List
Here you can find all mutual funds issued by Tributary Funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 6
- Avg. Expense Ratio
- 0.79%
- Avg. 1 Year Return
- 11.23%
- Avg. 5 Year Return
- 3.66%
- Median Risk/Return Score
- 37 / 100
Tributary Funds Mutual Funds List
6 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Tributary Balanced Fund | Diversified Portfolio | Aug 5, 1996 | 0.96% | 3.63% | 8.92% | 9.51% | 44 | ||||||||
| Tributary Income Fund | Intermediate Core Bond | Mar 9, 2001 | 0.63% | 0.25% | 1.67% | 3.32% | 18 | ||||||||
| Tributary Nebraska Tax-Free Fund | Municipal Bonds | Dec 30, 2015 | 0.45% | 0.81% | 1.76% | 2.63% | 66 | ||||||||
| Tributary Small Company Fund | Small Cap Blend Equities | Jun 10, 1996 | 1.18% | 18.78% | 9.08% | 6.40% | 29 | ||||||||
| Tributary Short-Intermediate Bond Fund | Short-Term Bond | Dec 14, 1992 | 0.64% | 0.61% | 2.38% | 4.19% | 62 | ||||||||
| Tributary Small/Mid Cap Fund | Mid Cap Blend Equities | Aug 1, 2019 | 0.90% | 7.37% | — | 0.57% | 10 |
Explore top Tributary Funds Mutual Fund Categories and Asset Classes
Tributary Funds Bond Mutual fundsTributary Funds Equity Mutual fundsTributary Funds Multi-Asset Mutual fundsTributary Funds Diversified Portfolio Mutual fundsTributary Funds Intermediate Core Bond Mutual fundsTributary Funds Mid Cap Blend Equities Mutual fundsTributary Funds Municipal Bonds Mutual fundsTributary Funds Short-Term Bond Mutual funds
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
Loading charts...
5 Years
Best Tributary Funds Mutual funds by Risk/Return Score
The top Tributary Funds Mutual funds by PortfoliosLab Risk/Return Score are FONPX (66) and FOSIX (62).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Tributary Nebraska Tax-Free Fund | 66 | — | Dec 2015 | |
| Tributary Short-Intermediate Bond Fund | 62 | — | Dec 1992 | |
| Tributary Balanced Fund | 44 | — | Aug 1996 | |
| Tributary Small Company Fund | 29 | — | Jun 1996 | |
| Tributary Income Fund | 18 | — | Mar 2001 |
Best-Performing Tributary Funds Mutual funds Over 5 Years
The top Tributary Funds Mutual funds is FOBAX (7.05%).
Across the lineup, Tributary Funds Mutual funds show an average 1-year return of 11.23% and an average 5-year return of 3.66%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Tributary Balanced Fund | 7.05% | — | Aug 1996 | |
| Tributary Small Company Fund | 6.82% | — | Jun 1996 | |
| Tributary Small/Mid Cap Fund | 4.42% | — | Aug 2019 | |
| Tributary Short-Intermediate Bond Fund | 2.47% | — | Dec 1992 | |
| Tributary Nebraska Tax-Free Fund | 1.02% | — | Dec 2015 |
Lowest-Cost Tributary Funds Mutual funds
The top Tributary Funds Mutual funds is FONPX (0.45%).
With an average expense ratio of 0.79%, Tributary Funds Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Tributary Nebraska Tax-Free Fund | 0.45% | — | Dec 2015 | |
| Tributary Income Fund | 0.63% | — | Mar 2001 | |
| Tributary Short-Intermediate Bond Fund | 0.64% | — | Dec 1992 | |
| Tributary Small/Mid Cap Fund | 0.90% | — | Aug 2019 | |
| Tributary Balanced Fund | 0.96% | — | Aug 1996 |
Highest-Yield Tributary Funds Mutual funds
The top Tributary Funds Mutual funds is FOBAX (9.51%).
Across the lineup, Tributary Funds Mutual funds show an average dividend yield of 4.44%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Tributary Balanced Fund | 9.51% | — | Aug 1996 | |
| Tributary Small Company Fund | 6.40% | — | Jun 1996 | |
| Tributary Short-Intermediate Bond Fund | 4.19% | — | Dec 1992 | |
| Tributary Income Fund | 3.32% | — | Mar 2001 | |
| Tributary Nebraska Tax-Free Fund | 2.63% | — | Dec 2015 |
Top Mutual funds Issuers
Fidelity · 977 Mutual fundsBlackRock · 360 Mutual fundsVanguard · 292 Mutual fundsT. Rowe Price · 223 Mutual fundsFranklin Templeton · 174 Mutual fundsAmerican Funds · 153 Mutual fundsJPMorgan · 124 Mutual fundsPIMCO · 123 Mutual fundsInvesco · 122 Mutual fundsMFS · 112 Mutual fundsNuveen · 108 Mutual fundsJohn Hancock · 101 Mutual fundsDimensional · 100 Mutual fundsColumbia · 99 Mutual fundsEaton Vance · 98 Mutual fundsVoya · 98 Mutual fundsAmerican Century · 89 Mutual fundsPGIM · 82 Mutual fundsVictory · 79 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 68 Mutual fundsHartford · 68 Mutual fundsTIAA Investments · 66 Mutual fundsPrincipal · 65 Mutual fundsCharles Schwab · 63 Mutual fundsJanus Henderson · 62 Mutual fundsVirtus · 59 Mutual fundsProFunds · 58 Mutual fundsSEI · 56 Mutual fundsPutnam · 55 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
FOSCX vs. TPLGXFOSCX vs. VASVXFOSCX vs. VOOFOSCX vs. CSMDXFOSCX vs. OTCKXFONPX vs. FHMIXFONPX vs. BATVXFONPX vs. DFABXFONPX vs. APUSXFONPX vs. NMIFOSIX vs. DFCFXFOSIX vs. DFAIXFOSIX vs. CMFIXFOSIX vs. DHEIXFOSIX vs. DLDFXFOINX vs. BIMSXFOINX vs. PRCIXFOINX vs. SSAFXFOINX vs. CRAIXFOINX vs. BIMIXFSMBX vs. MISIXFSMBX vs. PFSLXFSMBX vs. BIGTXFSMBX vs. GWSAXFSMBX vs. KMVAXFOBAX vs. RCTIXFOBAX vs. SIFAXFOBAX vs. IOEZXFOBAX vs. STDAXFOBAX vs. TIBIX