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 81 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Institutional Short-Term Bond Fund | 0.02% | — | Jun 2015 | FOSIX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | FOSIX vs VIITX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | FOSIX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | FOSIX vs TNSHX | |
| Vanguard Short-Term Bond Index Fund | 0.15% | — | Mar 1994 | FOSIX vs VBISX |
Best Risk-Adjusted Alternatives to FOSIX
FOSIX has a PortfoliosLab risk / return rank of 62. There are 89 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | FOSIX vs DHEIX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | FOSIX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | 99 | — | Nov 2013 | FOSIX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | FOSIX vs DHEAX | |
| DoubleLine Low Duration Bond Fund | 97 | — | Sep 2011 | FOSIX vs DBLSX |
Top Performing FOSIX Alternatives (YTD)
FOSIX is at 0.61% YTD. There are 90 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 9.96%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 9.96% | — | Apr 2011 | FOSIX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.89% | — | Jul 2005 | FOSIX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.57% | — | Nov 2013 | FOSIX vs DFAIX | |
| Holbrook Income Fund | 2.12% | — | Jul 2016 | FOSIX vs HOBEX | |
| BlackRock Allocation Target Shares Series A Portfo... | 1.98% | — | Sep 2015 | FOSIX vs BATAX |
Lowest Volatility Alternatives to FOSIX
FOSIX has 1.98% 1-year volatility. There are 60 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 0.83% | — | Apr 2018 | FOSIX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.05% | — | Jul 2016 | FOSIX vs DHEIX | |
| DFA Short-Term Extended Quality Portfolio | 1.07% | — | Mar 2009 | FOSIX vs DFEQX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.11% | — | Jul 2016 | FOSIX vs DHEAX | |
| DFA Short-Duration Real Return Portfolio | 1.11% | — | Nov 2013 | FOSIX vs DFAIX |
Lowest Drawdown Alternatives to FOSIX
FOSIX has a 1-year max drawdown of -1.31%. There are 64 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.25%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | FOSIX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | FOSIX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | FOSIX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | FOSIX vs DHEIX | |
| Holbrook Income Fund | -0.61% | — | Jul 2016 | FOSIX vs HOBEX |
Other Mutual Funds from Tributary Funds
The 5 most viewed Tributary Funds mutual funds shown here include FOSCX, FONPX, FOINX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Tributary Small Company Fund | Small Cap Blend Equities | 29 | 18.78% | — | Jun 1996 | FOSIX vs FOSCX | |
| Tributary Nebraska Tax-Free Fund | Municipal Bonds | 66 | 0.81% | — | Dec 2015 | FOSIX vs FONPX | |
| Tributary Income Fund | Intermediate Core Bond | 18 | 0.25% | — | Mar 2001 | FOSIX vs FOINX | |
| Tributary Small/Mid Cap Fund | Mid Cap Blend Equities | 10 | 7.37% | — | Aug 2019 | FOSIX vs FSMBX | |
| Tributary Balanced Fund | Diversified Portfolio | 44 | 3.63% | — | Aug 1996 | FOSIX vs FOBAX |
Often Compared With FOSIX
Investors most often compare FOSIX with DFCFX, CMFIX, DLDFX. These 6 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | Short-Term Bond | 67 | 1.52% | — | Jun 1996 | FOSIX vs DFCFX | |
| CM Advisors Fixed Income Fund | Short-Term Bond | 65 | 0.11% | — | Mar 2006 | FOSIX vs CMFIX | |
| Destinations Low Duration Fixed Income Fund | Short-Term Bond | 95 | 1.61% | — | Mar 2017 | FOSIX vs DLDFX | |
| Sextant Short Term Bond Fund | Short-Term Bond | — | — | — | Sep 1995 | FOSIX vs STBFX | |
| T. Rowe Price Short Duration Income Fund | Short-Term Bond | 97 | 1.30% | — | Dec 2020 | FOSIX vs TSDLX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | Short-Term Bond | 89 | 1.86% | — | Nov 2003 | FOSIX vs SNSAX |
Compare FOSIX with Any Fund or Stock
Compare FOSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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