Tributary Short-Intermediate Bond Fund (FOSIX) Alternatives
Tributary Short-Intermediate Bond Fund (FOSIX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FOSIX. 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 FOSIX
FOSIX charges 0.64% annually. Among mutual funds in the Short-Term Bond category, these options have the lowest expense ratios among FOSIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Institutional Short-Term Bond Fund | 0.02% | Jun 19, 2015 | FOSIX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | Jun 19, 2015 | FOSIX vs VIITX | |
| Schwab Short-Term Bond Index Fund | 0.06% | Feb 23, 2017 | FOSIX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | Aug 7, 2015 | FOSIX vs TNSHX | |
| Vanguard Short-Term Bond Index Fund | 0.15% | Mar 1, 1994 | FOSIX vs VBISX |
Best Risk-Adjusted Alternatives to FOSIX
Among mutual funds in the Short-Term Bond 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 | |
|---|---|---|---|---|
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | Jul 5, 2016 | FOSIX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | Jul 5, 2016 | FOSIX vs DHEAX | |
| T. Rowe Price Short Duration Income Fund | 99 | Dec 7, 2020 | FOSIX vs TSDLX | |
| DFA Short-Duration Real Return Portfolio | 99 | Nov 5, 2013 | FOSIX vs DFAIX | |
| DoubleLine Low Duration Bond Fund | 99 | Sep 30, 2011 | FOSIX vs DBLSX |
Top Performing FOSIX Alternatives (YTD)
FOSIX alternatives from the Short-Term Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 4.77% | Apr 29, 2011 | FOSIX vs GPARX | |
| Destinations Low Duration Fixed Income Fund | 1.24% | Mar 20, 2017 | FOSIX vs DLDFX | |
| DFA Two-Year Fixed Income Portfolio | 0.89% | Jun 6, 1996 | FOSIX vs DFCFX | |
| DFA Short-Duration Real Return Portfolio | 0.86% | Nov 5, 2013 | FOSIX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 0.82% | Jul 5, 2016 | FOSIX vs DHEIX |
Lowest Volatility Alternatives to FOSIX
FOSIX alternatives from the Short-Term Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA Short-Term Extended Quality Portfolio | 0.91% | Mar 4, 2009 | FOSIX vs DFEQX | |
| DFA Short-Duration Real Return Portfolio | 1.07% | Nov 5, 2013 | FOSIX vs DFAIX | |
| GuidepathConservative Income Fund | 1.14% | Apr 30, 2018 | FOSIX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.15% | Jul 5, 2016 | FOSIX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.19% | Jul 5, 2016 | FOSIX vs DHEAX |
Lowest Drawdown Alternatives to FOSIX
FOSIX alternatives from the Short-Term Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DFA Short-Duration Real Return Portfolio | -0.47% | Nov 5, 2013 | FOSIX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | Jul 5, 2016 | FOSIX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | Jul 5, 2016 | FOSIX vs DHEIX | |
| GuidepathConservative Income Fund | -0.52% | Apr 30, 2018 | FOSIX vs GPICX | |
| Sextant Short Term Bond Fund | -0.60% | Sep 28, 1995 | FOSIX vs STBFX |
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 | FOSIX vs FOSCX | |
| Tributary Small/Mid Cap Fund | Mid Cap Blend Equities | 5 | -2.81% | Aug 1, 2019 | FOSIX vs FSMBX | |
| Tributary Nebraska Tax-Free Fund | Municipal Bonds | 67 | -0.75% | Dec 30, 2015 | FOSIX vs FONPX | |
| Tributary Balanced Fund | Diversified Portfolio | 38 | -4.23% | Aug 5, 1996 | FOSIX vs FOBAX | |
| Tributary Income Fund | Intermediate Core Bond | 50 | -0.46% | Mar 9, 2001 | FOSIX vs FOINX |
Compare FOSIX with Any Fund or Stock
Compare FOSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.