Tributary Smallmid Cap Fund Quote

FSMBX Fund  USD 18.34  0.11  0.60%   

Performance

8 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 20

 
High
 
Low
Low
Tributary Small/mid is trading at 18.34 as of the 27th of November 2024; that is 0.6 percent down since the beginning of the trading day. The fund's open price was 18.45. Tributary Small/mid 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 Tributary Smallmid Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of December 2023 and ending today, the 27th of November 2024. Click here to learn more.
Under normal market conditions, the Advisor intends to invest at least 80 percent 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. More on Tributary Smallmid Cap

Moving together with Tributary Mutual Fund

  0.75VSMAX Vanguard Small CapPairCorr
  0.81VSCIX Vanguard Small CapPairCorr
  0.75VSCPX Vanguard Small CapPairCorr
  0.81NAESX Vanguard Small CapPairCorr
  0.83FSSNX Fidelity Small CapPairCorr
  0.82DFSTX Us Small CapPairCorr

Moving against Tributary Mutual Fund

  0.37BTMPX Ishares Msci EafePairCorr
  0.37BTMKX Blackrock InternationalPairCorr
  0.37MDIIX Blackrock Intern IndexPairCorr

Tributary Mutual Fund Highlights

Fund ConcentrationSmall Blend, Tributary Funds, Large, Mid-Cap Blend (View all Sectors)
Update Date30th of September 2024
Tributary Smallmid Cap [FSMBX] is traded in USA and was established 27th of November 2024. The fund is listed under Small Blend category and is part of Tributary Funds family. This fund currently has accumulated 1.55 M in assets under management (AUM) with minimum initial investment of 5 M. Tributary Smallmid Cap is currently producing year-to-date (YTD) return of 16.69% with the current yeild of 0.0%, while the total return for the last 3 years was 5.52%.
Check Tributary Small/mid Probability Of Bankruptcy

Instrument Allocation

Top Tributary Smallmid Cap Mutual Fund Constituents

GPNGlobal PaymentsStockFinancials
IDAIDACORPStockUtilities
TTEKTetra TechStockIndustrials
TSCOTractor SupplyStockConsumer Discretionary
SFStifel FinancialStockFinancials
RPMRPM InternationalStockMaterials
PTCPTC IncStockInformation Technology
PKIPerkinElmerStockHealth Care
More Details

Tributary Smallmid Cap Risk Profiles

Tributary Small/mid Against Markets

Other Information on Investing in Tributary Mutual Fund

Tributary Small/mid financial ratios help investors to determine whether Tributary 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 Tributary with respect to the benefits of owning Tributary Small/mid security.
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Odds Of Bankruptcy
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Positions Ratings
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