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
- 9.47%
- Avg. 5 Year Return
- 3.78%
- Median Risk/Return Score
- 49 / 100
Tributary Funds Mutual Funds List
1 result
| 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 Small/Mid Cap Fund | Mid Cap Blend Equities | Aug 1, 2019 | 0.90% | 12.87% | — | 0.54% | 18 |
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.
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5 Years
Best Tributary Funds Mutual funds by Risk/Return Score
The top Tributary Funds Mutual funds by PortfoliosLab Risk/Return Score are FOSIX (78) and FOSCX (63).
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 Short-Intermediate Bond Fund | 78 | — | Dec 1992 | |
| Tributary Small Company Fund | 63 | — | Jun 1996 | |
| Tributary Nebraska Tax-Free Fund | 57 | — | Dec 2015 | |
| Tributary Balanced Fund | 41 | — | Aug 1996 | |
| Tributary Small/Mid Cap Fund | 18 | — | Aug 2019 |
Best-Performing Tributary Funds Mutual funds Over 5 Years
The top Tributary Funds Mutual funds is FOSCX (8.14%).
Across the lineup, Tributary Funds Mutual funds show an average 1-year return of 9.47% and an average 5-year return of 3.78%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Tributary Small Company Fund | 8.14% | — | Jun 1996 | |
| Tributary Balanced Fund | 6.57% | — | Aug 1996 | |
| Tributary Small/Mid Cap Fund | 5.25% | — | Aug 2019 | |
| Tributary Short-Intermediate Bond Fund | 2.44% | — | Dec 1992 | |
| Tributary Nebraska Tax-Free Fund | 0.64% | — | 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 (9.46%).
Across the lineup, Tributary Funds Mutual funds show an average dividend yield of 4.26%, 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 | 9.46% | — | Aug 1996 | |
| Tributary Small Company Fund | 6.08% | — | Jun 1996 | |
| Tributary Short-Intermediate Bond Fund | 3.90% | — | Dec 1992 | |
| Tributary Income Fund | 3.12% | — | Mar 2001 | |
| Tributary Nebraska Tax-Free Fund | 2.47% | — | Dec 2015 |
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Top Mutual funds Comparisons
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