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  •  Dow Down 0.47% Nasdaq Down 0.56%

    Tributary Growth Opps Inst (FOGRX)

    18.69 Down 0.12(0.64%) Mar 3
    Prev Close:18.81
    YTD Return*:-2.49%
    Net Assets*:156.80M
    Yield*:N/A

    * As of 31-Jan-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for FOGRX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MNK2.827.79
    LUV2.375.22
    FISV2.193.48
    CNC1.985.00
    UTHR1.869.63

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:156.8M
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):1.08%

    Performance & Risk

    YTD Return:-2.49%
    5y Avg Return:16.31%
    Rank in Category (ytd):68
    % Rank in Category (ytd):8.75%
    Beta (3y):1.14
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term capital appreciation. The fund normally invests 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. It may also invest up to 35% of its assets in preferred stocks and warrants. The fund may invest in securities issued by companies with large, medium, or small capitalization. It may also invest up to 20% of its assets in foreign securities either directly or through the purchase of sponsored or unsponsored American Depositary Receipts ("ADRs"). View More
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