Tributary Smallmid Cap Fund Quote
| FSMCX Fund | USD 17.06 0.08 0.47% |
PerformanceGood
| Odds Of DistressLow
|
Tributary Small/mid is trading at 17.06 as of the 15th of February 2026; that is 0.47 percent up since the beginning of the trading day. The fund's open price was 16.98. Tributary Small/mid has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. The performance scores are derived for the period starting the 17th of November 2025 and ending today, the 15th of February 2026. 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
Tributary Mutual Fund Highlights
| Fund Concentration | Tributary Funds, Large Funds, Small Blend Funds, Small Blend, Tributary Funds, Large, Small Blend (View all Sectors) |
| Update Date | 31st of December 2025 |
Tributary Smallmid Cap [FSMCX] is traded in USA and was established 15th of February 2026. Tributary Small/mid is listed under Tributary Funds category by Fama And French industry classification. 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 no minimum investment requirementsTributary Smallmid Cap is currently producing year-to-date (YTD) return of 6.03%, while the total return for the last 3 years was 5.59%.
Check Tributary Small/mid Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Tributary Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Tributary Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Tributary Smallmid Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Tributary Smallmid Cap Risk Profiles
| Mean Deviation | 0.7238 | |||
| Semi Deviation | 0.7564 | |||
| Standard Deviation | 0.9855 | |||
| Variance | 0.9713 |
Tributary Small/mid Against Markets
Tributary Mutual Fund Analysis Notes
The fund has Annual Holdings Turnover of about 111.0% . Tributary Smallmid Cap retains 98.86% of assets under management (AUM) in equities. This fund last dividend was 0.02 per share. Large To learn more about Tributary Smallmid Cap call the company at 800-662-4203.Tributary Smallmid Cap Investment Alerts
| The fund retains 98.86% of its assets under management (AUM) in equities |
Tributary Market Capitalization
The company currently falls under 'Micro-Cap' category with a current market capitalization of 96.56 M. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Tributary Small/mid's market, we take the total number of its shares issued and multiply it by Tributary Small/mid's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.Top Tributary Smallmid Cap Mutual Fund Constituents
| IDA | IDACORP | Stock | |
| TTEK | Tetra Tech | Stock | |
| TSCO | Tractor Supply | Stock | |
| SF | Stifel Financial | Stock | |
| RPM | RPM International | Stock | |
| PTC | PTC Inc | Stock | |
| OSK | Oshkosh | Stock | |
| OMCL | Omnicell | Stock | |
| NXST | Nexstar Broadcasting Group | Stock | |
| AJG | Arthur J Gallagher | Stock | |
| IART | Integra LifeSciences Holdings | Stock | |
| GPN | Global Payments | Stock | |
| DORM | Dorman Products | Stock | |
| DEA | Eerly Govt Ppty | Stock | |
| COKE | Coca Cola Consolidated | Stock | |
| BURL | Burlington Stores | Stock | |
| BR | Broadridge Financial Solutions | Stock | |
| AMN | AMN Healthcare Services | Stock | |
| ICLR | ICON PLC | Stock |
Tributary Small/mid Outstanding Bonds
Tributary Small/mid issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Tributary Smallmid Cap uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Tributary bonds can be classified according to their maturity, which is the date when Tributary Smallmid Cap has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Tributary Small/mid Predictive Daily Indicators
Tributary Small/mid intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Tributary Small/mid mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 17.06 | |||
| Day Typical Price | 17.06 | |||
| Price Action Indicator | 0.04 | |||
| Period Momentum Indicator | 0.08 |
Tributary Small/mid Forecast Models
Tributary Small/mid's time-series forecasting models are one of many Tributary Small/mid's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Tributary Small/mid's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.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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