Tributary Balanced Fd Instl (FOBAX)
Tributary Balanced Fd Instl operates in the Asset Management industry of the Financial Services sector, headquartered in Omaha, NE, US. The stock last traded at $20.84, up 0.48% on the session, giving a market capitalisation of $81.1M. Its beta of 0.80 implies it has historically moved less than the broad market.
The fund aims to generate capital growth while also providing ongoing income. Its Sub-Adviser diversifies the portfolio by investing in common stocks, fixed-income instruments, and cash equivalents. Typically, 25% to 75% of the fund's assets will be allocated to equities and convertible securities, with a minimum of 25% dedicated to fixed-income securities. The fund may also include preferred shares and warrants in its holdings and has the flexibility to invest in companies of any market capitalization, whether large, medium, or small.
Tributary Balanced Fd Instl is most often compared with the following Financial Services names: