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Tributary Funds, Inc. - Tributary Growth Opportunities Fund (FOGPX)

10.61 0.00 (0.00%)
At close: December 28 at 8:00 PM EST

Fund Summary

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. The fund 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.

Tributary Funds, Inc. - Tributary Growth Opportunities Fund

OMAHA NE 68197
1620 DODGE STREET
1-800-662-4203

Fund Overview

Category Mid-Cap Growth
Fund Family Tributary Funds
Net Assets 92.56M
YTD Return -21.06%
Yield 0.00%
Morningstar Rating
Inception Date Apr 01, 1998

Fund Operations

Last Dividend --
Last Cap Gain 41.00
Holdings Turnover --
Average for Category --

Fees & Expenses

Expense FOGPX Category Average
Annual Report Expense Ratio (net) 1.05% 1.09%
Prospectus Net Expense Ratio 1.05% --
Prospectus Gross Expense Ratio 1.34% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.27%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Kurt Spieler, CFA, Senior Managing Director. Kurt joined First National in 2005 and has over 30 years of experience including the portfolio management of mutual funds in emerging markets, core international and U.S. moderate allocation. Previously, he was head of international equities for Principal Global Investors, as well as president of his own asset management firm. Kurt graduated from Iowa State University and chose to obtain his MBA from Drake University. Kurt is a member of the CFA Institute and the CFA Society of Colorado.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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