Tributary Small Company Fund (FOSCX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FOSCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FOSCX
FOSCX charges 1.18% annually. There are 125 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | FOSCX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | FOSCX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | FOSCX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | FOSCX vs VSCIX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | FOSCX vs TISBX |
Best Risk-Adjusted Alternatives to FOSCX
FOSCX has a PortfoliosLab risk / return rank of 49. There are 125 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | FOSCX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | FOSCX vs WESCX | |
| MainStay WMC Small Companies Fund | 93 | — | Jan 1987 | FOSCX vs MOPIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | FOSCX vs RIVSX | |
| Royce Micro Cap Series Fund | 90 | — | Dec 1991 | FOSCX vs RYOTX |
Top Performing FOSCX Alternatives (YTD)
FOSCX is at 25.45% YTD. There are 14 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 40.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 40.27% | — | Dec 1991 | FOSCX vs RYOTX | |
| Paradigm Micro-cap Fund | 36.98% | — | Dec 2007 | FOSCX vs PVIVX | |
| River Oak Discovery Fund | 34.51% | — | Jun 2005 | FOSCX vs RIVSX | |
| Hodges Small Cap Fund | 34.04% | — | Dec 2007 | FOSCX vs HDPSX | |
| Harbor Small Cap Value Fund | 33.41% | — | Dec 2001 | FOSCX vs HASCX |
Lowest Volatility Alternatives to FOSCX
FOSCX has 17.66% 1-year volatility. There are 53 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.52% | — | Nov 1996 | FOSCX vs HFCGX | |
| DFA International Small Company Portfolio | 14.12% | — | Sep 1996 | FOSCX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.69% | — | Feb 2017 | FOSCX vs CSMDX | |
| DWS Small Cap Core Fund | 14.87% | — | Jul 2000 | FOSCX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.22% | — | — | FOSCX vs BOSOX |
Lowest Drawdown Alternatives to FOSCX
FOSCX has a 1-year max drawdown of -9.16%. There are 35 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | FOSCX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | FOSCX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | FOSCX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | FOSCX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | FOSCX vs SSCDX |
Other Mutual Funds from Tributary Funds
The 5 most viewed Tributary Funds mutual funds shown here include FONPX, FOSIX, FOINX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Tributary Nebraska Tax-Free Fund | Municipal Bonds | 67 | 1.03% | — | Dec 2015 | FOSCX vs FONPX | |
| Tributary Short-Intermediate Bond Fund | Short-Term Bond | 51 | 0.27% | — | Dec 1992 | FOSCX vs FOSIX | |
| Tributary Income Fund | Intermediate Core Bond | 15 | -0.07% | — | Mar 2001 | FOSCX vs FOINX | |
| Tributary Small/Mid Cap Fund | Mid Cap Blend Equities | 14 | 10.31% | — | Aug 2019 | FOSCX vs FSMBX | |
| Tributary Balanced Fund | Diversified Portfolio | 33 | 1.92% | — | Aug 1996 | FOSCX vs FOBAX |
Often Compared With FOSCX
Investors most often compare FOSCX with TPLGX, VASVX, VOO. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare FOSCX with Any Fund or Stock
Compare FOSCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FOSCX with funds that move differently
Tributary Small Company Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FOSCX.
Explore FOSCX Diversifiers