FOSIX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to FOSIX

FOSIX charges 0.64% annually. There are 86 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
VISTX	Vanguard Institutional Short-Term Bond Fund	0.02%	—	Jun 2015	FOSIX vs VISTX
VIITX	Vanguard Institutional Intermediate-Term Bond Fund	0.02%	—	Jun 2015	FOSIX vs VIITX
FUMBX	Fidelity Short-Term Treasury Bond Index Fund	0.03%	—	Dec 2005	FOSIX vs FUMBX
VBIRX	Vanguard Short-Term Bond Index Fund Admiral Shares	0.06%	69.90B	Nov 2001	FOSIX vs VBIRX
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	0.06%	51.90B	Nov 2010	FOSIX vs VSCSX

Best Risk-Adjusted Alternatives to FOSIX

FOSIX has a PortfoliosLab risk / return rank of 78. There are 76 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 100.

Symbol	Name	Risk / Return Rank	AUM	Inception
DFCFX	DFA Two-Year Fixed Income Portfolio	100	—	Jun 1996	FOSIX vs DFCFX
GPICX	GuidepathConservative Income Fund	99	—	Apr 2018	FOSIX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	99	—	Jul 2016	FOSIX vs DHEIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	99	—	Jul 2016	FOSIX vs DHEAX
DLDFX	Destinations Low Duration Fixed Income Fund	98	—	Mar 2017	FOSIX vs DLDFX

Top Performing FOSIX Alternatives (YTD)

FOSIX is at 0.60% YTD. There are 90 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 8.09%.

Symbol	Name	YTD Return	AUM	Inception
GPARX	GuidePath Absolute Return Allocation Fund	8.09%	—	Apr 2011	FOSIX vs GPARX
LCCMX	Leader Short Term High Yield Bond Fund	3.65%	—	Jul 2005	FOSIX vs LCCMX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	2.50%	—	Jul 2016	FOSIX vs DHEIX
DFAIX	DFA Short-Duration Real Return Portfolio	2.38%	—	Nov 2013	FOSIX vs DFAIX
SNSAX	SEI Asset Allocation Trust Defensive Strategy Fund	2.33%	—	Nov 2003	FOSIX vs SNSAX

Lowest Volatility Alternatives to FOSIX

FOSIX has 1.96% 1-year volatility. There are 65 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.72%.

Symbol	Name	Volatility 1Y	AUM	Inception
DFCFX	DFA Two-Year Fixed Income Portfolio	0.72%	—	Jun 1996	FOSIX vs DFCFX
GPICX	GuidepathConservative Income Fund	0.79%	—	Apr 2018	FOSIX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	1.07%	—	Jul 2016	FOSIX vs DHEIX
DFEQX	DFA Short-Term Extended Quality Portfolio	1.12%	—	Mar 2009	FOSIX vs DFEQX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	1.12%	—	Jul 2016	FOSIX vs DHEAX

Lowest Drawdown Alternatives to FOSIX

FOSIX has a 1-year max drawdown of -1.31%. There are 66 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.21%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
DFCFX	DFA Two-Year Fixed Income Portfolio	-0.21%	—	Jun 1996	FOSIX vs DFCFX
GPICX	GuidepathConservative Income Fund	-0.25%	—	Apr 2018	FOSIX vs GPICX
DFAIX	DFA Short-Duration Real Return Portfolio	-0.47%	—	Nov 2013	FOSIX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	-0.50%	—	Jul 2016	FOSIX vs DHEAX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	-0.50%	—	Jul 2016	FOSIX vs DHEIX

Other Mutual Funds from Tributary Funds

The 5 most viewed Tributary Funds mutual funds shown here include FOSCX, FONPX, FSMBX and span 5 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FOSCX	Tributary Small Company Fund	Small Cap Blend Equities	63	25.16%	—	Jun 1996	FOSIX vs FOSCX
FONPX	Tributary Nebraska Tax-Free Fund	Municipal Bonds	57	-0.27%	—	Dec 2015	FOSIX vs FONPX
FSMBX	Tributary Small/Mid Cap Fund	Mid Cap Blend Equities	18	12.87%	—	Aug 2019	FOSIX vs FSMBX
FOBAX	Tributary Balanced Fund	Diversified Portfolio	41	4.38%	—	Aug 1996	FOSIX vs FOBAX
FOINX	Tributary Income Fund	Intermediate Core Bond	17	-0.77%	—	Mar 2001	FOSIX vs FOINX

Often Compared With FOSIX

Investors most often compare FOSIX with CMFIX, SWSBX, STBFX. These 10 comparison targets span 2 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
CMFIX	CM Advisors Fixed Income Fund	Short-Term Bond	66	1.80%	—	Mar 2006	FOSIX vs CMFIX
SWSBX	Schwab Short-Term Bond Index Fund	Short-Term Bond, Government Bonds	57	0.16%	—	Feb 2017	FOSIX vs SWSBX
STBFX	Sextant Short Term Bond Fund	Short-Term Bond	—	—	—	Sep 1995	FOSIX vs STBFX
VBISX	Vanguard Short-Term Bond Index Fund	Short-Term Bond	53	0.10%	—	Mar 1994	FOSIX vs VBISX
DBLSX	DoubleLine Low Duration Bond Fund	Short-Term Bond	98	1.45%	—	Sep 2011	FOSIX vs DBLSX
HOBEX	Holbrook Income Fund	Short-Term Bond	98	1.98%	—	Jul 2016	FOSIX vs HOBEX
TNSHX	TIAA-CREF Short-Term Bond Index Fund	Short-Term Bond	85	0.63%	—	Aug 2015	FOSIX vs TNSHX
TSDLX	T. Rowe Price Short Duration Income Fund	Short-Term Bond	94	1.35%	—	Dec 2020	FOSIX vs TSDLX
BATAX	BlackRock Allocation Target Shares Series A Portfo...	Short-Term Bond	98	2.11%	—	Sep 2015	FOSIX vs BATAX
DLSNX	DoubleLine Low Duration Bond Fund Class N	Short-Term Bond	97	1.32%	—	Sep 2011	FOSIX vs DLSNX

Compare FOSIX with Any Fund or Stock

Compare FOSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair FOSIX with funds that move differently

Tributary Short-Intermediate Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FOSIX.

Explore FOSIX Diversifiers

Tributary Short-Intermediate Bond Fund (FOSIX) Alternatives