About FOBPX
Tributary Balanced Fund Institutional Plus is a mutual fund designed to provide both capital appreciation and current income through a diversified portfolio that tactically allocates assets among equities, fixed income securities, and cash equivalents. With a balanced mandate, the fund typically invests between 50% and 75% of its assets in stocks—including companies spanning large, medium, and small capitalizations—and allocates 30% to 50% to fixed income exposures and cash, adjusting these weights in response to ongoing market conditions. The portfolio features a blend of prominent technology stocks, such as Microsoft, NVIDIA, and Apple, alongside U.S. Treasury notes and cash instruments, offering an exposure mix intended to balance risk and potential return. Notably, the fund aims to manage market volatility via disciplined, contrarian allocation shifts. Its institutional plus share class is tailored for large-scale investors seeking moderate allocation strategies, characterized by relatively low expenses compared to peers and a focus on risk-adjusted long-term results. Tributary Balanced Fund Institutional Plus plays an important role in the moderate allocation segment, offering both income and growth potential for institutions prioritizing diversified domestic asset exposure.
Fund Family Tributary Funds
Category Allocation--50% to 70% Equity
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol FOBPX
Share Class Institutional Plus
Index Index is not available on Lipper Database
FOBPX had a total return of 10.37% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.02%.
