Short Intermediate Bond Fund Quote

FOSPX Fund  USD 9.07  0.02  0.22%   

Performance

5 of 100

 
Weak
 
Strong
Modest

Odds Of Distress

Less than 20

 
High
 
Low
Low
Short-intermediate is trading at 9.07 as of the 26th of November 2024; that is 0.22 percent up since the beginning of the trading day. The fund's open price was 9.05. Short-intermediate has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Short Intermediate Bond Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
Under normal market conditions, the Advisor intends to invest primarily all, but must invest at least 80, of its net assets, plus any borrowing for investment purposes, in fixed income securities. The fund invests primarily in debt securities rated within the four highest credit categories by at least one nationally recognized statistical rating organization, or if unrated, deemed to be of comparable quality by the funds sub-adviser, First National Fund Advisers.. More on Short Intermediate Bond Fund

Moving together with Short-intermediate Mutual Fund

  0.61FOINX Income Fund InstitutionalPairCorr

Short-intermediate Mutual Fund Highlights

Thematic IdeaLong Short Funds (View all Themes)
Fund ConcentrationTributary Funds, Large Funds, Short-Term Bond Funds, Long Short Funds, Short-Term Bond, Tributary Funds (View all Sectors)
Update Date30th of September 2024
Short Intermediate Bond Fund [FOSPX] is traded in USA and was established 26th of November 2024. Short-intermediate is listed under Tributary Funds category by Fama And French industry classification. The fund is listed under Short-Term Bond category and is part of Tributary Funds family. The entity is thematically classified as Long Short Funds. This fund currently has accumulated 173.64 M in assets under management (AUM) with minimum initial investment of 5 M. Short Intermediate Bond is currently producing year-to-date (YTD) return of 4.58% with the current yeild of 0.0%, while the total return for the last 3 years was 1.89%.
Check Short-intermediate Probability Of Bankruptcy

Instrument Allocation

Short Intermediate Bond Risk Profiles

Short-intermediate Against Markets

Other Information on Investing in Short-intermediate Mutual Fund

Short-intermediate financial ratios help investors to determine whether Short-intermediate Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Short-intermediate with respect to the benefits of owning Short-intermediate security.
Positions Ratings
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance
Funds Screener
Find actively-traded funds from around the world traded on over 30 global exchanges
Headlines Timeline
Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity
Premium Stories
Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope