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Tributary Small/Mid Cap Institutional (FSMCX)
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15.65 - YTD Return 6.32%
- Expense Ratio 0.91%
- Category Small Blend
- Last Cap Gain 4.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 13.88M
- Beta (5Y Monthly) 0.94
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 24.00%
- Last Dividend 0.01
- Inception Date Aug 2, 2019
Under normal market conditions, the Advisor intends to invest at least 80% of its assets in common stocks and securities that can be converted into common stocks, such as convertible bonds, convertible preferred stocks, options, and rights of companies with small- or mid-market capitalizations. The advisor defines small- and mid-market capitalization companies as companies with market capitalizations of up to $30 billion.
Tributary Funds
Fund Family
Small Blend
Fund Category
13.88M
Net Assets
2019-08-02
Inception Date
Performance Overview: FSMCX
Trailing returns as of 4/24/2024. Category is Small Blend.
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Holdings: FSMCX
Top 10 Holdings (24.53% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorFSMCX
Technology 20.60%
Industrials 20.25%
Financial Services 15.92%
Consumer Cyclical 13.00%
Healthcare 9.21%
Energy 5.35%
Real Estate 5.31%
Consumer Defensive 3.59%
Basic Materials 3.57%
Utilities 1.92%
Communication Services 1.28%
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