Tributary Income Fund (FOINX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FOINX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FOINX
FOINX charges 0.63% annually. There are 75 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | FOINX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | FOINX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | FOINX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | FOINX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | — | Jul 1993 | FOINX vs WFBIX |
Best Risk-Adjusted Alternatives to FOINX
FOINX has a PortfoliosLab risk / return rank of 15. There are 86 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 59.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Loomis Sayles Securitized Asset Fund | 59 | — | Mar 2006 | FOINX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 52 | — | Oct 2011 | FOINX vs STWTX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 49 | — | Aug 1995 | FOINX vs PCGTX | |
| Manning & Napier Credit Series | 39 | — | Apr 2020 | FOINX vs MCDWX | |
| Fidelity SAI Investment Grade Securitized Fund | 34 | — | May 2023 | FOINX vs FSMOX |
Top Performing FOINX Alternatives (YTD)
FOINX is at -0.07% YTD. There are 68 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.92% | — | Aug 1995 | FOINX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 1.24% | — | Mar 2006 | FOINX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 1.18% | — | Oct 2011 | FOINX vs STWTX | |
| Dupree Taxable Municipal Bond Fund | 1.01% | — | Nov 2010 | FOINX vs DUTMX | |
| DFA Diversified Fixed Income Portfolio | 0.73% | — | Aug 2016 | FOINX vs DFXIX |
Lowest Volatility Alternatives to FOINX
FOINX has 3.94% 1-year volatility. There are 60 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.49%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Baird Intermediate Bond Fund Class Institutional | 2.49% | — | Sep 2000 | FOINX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.50% | — | Sep 2000 | FOINX vs BIMSX | |
| Fidelity Education Income Fund | 2.50% | — | Mar 2021 | FOINX vs FEDUX | |
| DFA Diversified Fixed Income Portfolio | 2.61% | — | Aug 2016 | FOINX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 2.75% | — | Aug 2000 | FOINX vs JIBEX |
Lowest Drawdown Alternatives to FOINX
FOINX has a 1-year max drawdown of -3.25%. There are 91 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | — | Aug 2016 | FOINX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | FOINX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | FOINX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.07% | — | Sep 2000 | FOINX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | FOINX vs FTHRX |
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 | FOINX vs FOSCX | |
| Tributary Nebraska Tax-Free Fund | Municipal Bonds | 67 | 1.03% | — | Dec 2015 | FOINX vs FONPX | |
| Tributary Short-Intermediate Bond Fund | Short-Term Bond | 51 | 0.27% | — | Dec 1992 | FOINX vs FOSIX | |
| Tributary Small/Mid Cap Fund | Mid Cap Blend Equities | 14 | 10.31% | — | Aug 2019 | FOINX vs FSMBX | |
| Tributary Balanced Fund | Diversified Portfolio | 33 | 1.92% | — | Aug 1996 | FOINX vs FOBAX |
Often Compared With FOINX
Investors most often compare FOINX with PRCIX, CRAIX, PNIIX. These 11 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare FOINX with Any Fund or Stock
Compare FOINX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FOINX with funds that move differently
Tributary Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FOINX.
Explore FOINX Diversifiers