Tributary Balanced Fund (FOBAX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FOBAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FOBAX
FOBAX charges 0.96% annually. There are 392 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | FOBAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FOBAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FOBAX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | FOBAX vs FYMIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | FOBAX vs VTMFX |
Best Risk-Adjusted Alternatives to FOBAX
FOBAX has a PortfoliosLab risk / return rank of 33. There are 474 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | FOBAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | FOBAX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | FOBAX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | FOBAX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | FOBAX vs AYBLX |
Top Performing FOBAX Alternatives (YTD)
FOBAX is at 1.92% YTD. There are 508 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.34% | — | Jan 1998 | FOBAX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | FOBAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | FOBAX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | FOBAX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | FOBAX vs SMIFX |
Lowest Volatility Alternatives to FOBAX
FOBAX has 7.38% 1-year volatility. There are 185 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | FOBAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | FOBAX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | FOBAX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | FOBAX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | FOBAX vs CSTAX |
Lowest Drawdown Alternatives to FOBAX
FOBAX has a 1-year max drawdown of -5.97%. There are 232 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | FOBAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FOBAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FOBAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FOBAX vs SICIX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | FOBAX vs FSRKX |
Other Mutual Funds from Tributary Funds
The 5 most viewed Tributary Funds mutual funds shown here include FOSCX, FONPX, FOSIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Tributary Small Company Fund | Small Cap Blend Equities | 49 | 25.45% | — | Jun 1996 | FOBAX vs FOSCX | |
| Tributary Nebraska Tax-Free Fund | Municipal Bonds | 67 | 1.03% | — | Dec 2015 | FOBAX vs FONPX | |
| Tributary Short-Intermediate Bond Fund | Short-Term Bond | 51 | 0.27% | — | Dec 1992 | FOBAX vs FOSIX | |
| Tributary Income Fund | Intermediate Core Bond | 15 | -0.07% | — | Mar 2001 | FOBAX vs FOINX | |
| Tributary Small/Mid Cap Fund | Mid Cap Blend Equities | 14 | 10.31% | — | Aug 2019 | FOBAX vs FSMBX |
Often Compared With FOBAX
Investors most often compare FOBAX with RCTIX, SIFAX, IOEZX. These 19 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare FOBAX with Any Fund or Stock
Compare FOBAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FOBAX with funds that move differently
Tributary Balanced Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FOBAX.
Explore FOBAX Diversifiers