Tributary Balanced Fd Instl

FOBAX · NASDAQ

Market closed$20.76$-0.120000 (-0.57%)

Key statistics

Previous close$20.88

Open$20.76

Day high$20.76

Day low$20.76

52-week high$21.97

52-week low$19.13

Market cap80.63M

Volume—

Average volume—

P/E ratio26.57

Forward P/E—

EPS0.78

Dividend yield0.00%

Market context

Why it moved

FOBAX edged lower amid light trading volume and broad fixed-income market pressure, with no significant fund-specific news to support its price, leading to a modest decline from its previous close.

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What is happening

Recent company-specific developments and publisher coverage.

No recent company-specific updates are available.

Peers

S&P 500SPX · $7,457.69-1.01%

Alger Balanced Portfolio Class I-2ABLOX · $24.75-0.64%

ABR Dynamic Blend Equity and Volatility Fund - Investor SharesABRTX · $11.54-0.94%

Manning & Napier Fd, Inc. Equity Series Class SEXEYX · $14.67-1.28%

Lazard Developing Markets Equity Pft Open ShsLDMOX · $21.48-1.78%

Lazard Enhanced Opportunities Portfolio Open SharesLEOOX · $9.910.00%

Edgar Lomax Value FdLOMAX · $18.49-0.38%

Lazard International Small Cap Equity Portfolio Open SharesLZSMX · $12.81-0.93%

Lazard US Equity Select Portfolio Open SharesLZUOX · $18.28-0.92%

Aggressive Growth Portfolio Class IPAGRX · $153.33-0.65%

Company profile

Tributary Balanced Fund Institutional Class (FOBAX) is an open-end mutual fund managed by Tributary Funds, headquartered in Omaha, Nebraska, and has been available to investors since its inception on August 6, 1996. The fund seeks to provide capital appreciation and current income through a tactical asset allocation strategy, typically investing 50% to 75% of its total assets in common stocks and convertible securities, and 30% to 50% in fixed-income securities and cash equivalents. Employing a disciplined, bottom-up fundamental security selection process, the fund's management team actively adjusts allocations across large-, mid-, and small-cap companies based on prevailing market conditions, with top holdings including leading names such as NVIDIA, Apple, Microsoft, and U.S. Treasury Notes. With approximately $82 million in total net assets, a net expense ratio of 0.91%, and a Morningstar Medalist Rating of Bronze in the Moderate Allocation category, FOBAX is designed for investors seeking a balanced exposure to both equity and fixed-income markets.

Symbol: FOBAX
Exchange: NASDAQ
Sector: Financial Services
Industry: Asset Management
Employees: 0
Country: US
IPO date: 1996-08-06
Website: tributaryfunds.com

Analyst consensus

hold

0 ratings

Low$0.00Average$0.00High$0.00