Tributary Balanced Fund (FOBAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FOBAX
FOBAX charges 0.96% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among FOBAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | FOBAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | FOBAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | FOBAX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | FOBAX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | FOBAX vs BWBIX |
Best Risk-Adjusted Alternatives to FOBAX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | FOBAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | FOBAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | FOBAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | FOBAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | FOBAX vs PMAIX |
Top Performing FOBAX Alternatives (YTD)
FOBAX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | FOBAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | FOBAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | FOBAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | FOBAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | FOBAX vs CONWX |
Lowest Volatility Alternatives to FOBAX
FOBAX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | FOBAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | FOBAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | FOBAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | FOBAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | FOBAX vs SICIX |
Lowest Drawdown Alternatives to FOBAX
FOBAX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | FOBAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | FOBAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | FOBAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | FOBAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | FOBAX vs SICIX |
Other Mutual Funds from Tributary Funds
Most popular Tributary Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Tributary Small Company Fund | Small Cap Blend Equities | 16 | 2.82% | Jun 10, 1996 | FOBAX vs FOSCX | |
| Tributary Small/Mid Cap Fund | Mid Cap Blend Equities | 5 | -2.81% | Aug 1, 2019 | FOBAX vs FSMBX | |
| Tributary Nebraska Tax-Free Fund | Municipal Bonds | 67 | -0.75% | Dec 30, 2015 | FOBAX vs FONPX | |
| Tributary Income Fund | Intermediate Core Bond | 50 | -0.46% | Mar 9, 2001 | FOBAX vs FOINX | |
| Tributary Short-Intermediate Bond Fund | Short-Term Bond | 93 | -0.28% | Dec 14, 1992 | FOBAX vs FOSIX |
Often Compared With FOBAX
What investors most often compare with FOBAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| River Canyon Total Return Bond Fund | Short-Term Bond | 92 | -0.97% | Dec 30, 2014 | FOBAX vs RCTIX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | FOBAX vs QBDSX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | FOBAX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | FOBAX vs WWWEX | |
| Mutual of America Aggressive Allocation Fund | Diversified Portfolio | 44 | -3.18% | Nov 29, 2021 | FOBAX vs MAANX |
Compare FOBAX with Any Fund or Stock
Compare FOBAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.