About FOINX
Tributary Income Fund Institutional Class is an open-end mutual fund focused on the fixed income sector. Its primary objective is to maximize total return while emphasizing the generation of current income and the preservation of capital. The fund primarily invests at least 80% of its assets in a diversified portfolio of U.S. investment-grade fixed income securities, including government, corporate, and securitized debt, and typically maintains an average portfolio maturity of four years or more. Suitably categorized within the intermediate-term core bond space, it holds less than 5% in below-investment-grade securities, emphasizing credit quality and risk management. Tributary Income Fund Institutional Class is managed by a seasoned team and is recognized for its disciplined investment process, striving to exploit inefficiencies within the bond market while maintaining principal stability. The fund distributes income monthly, appealing to investors seeking regular cash flow and diversification from equity risk in their portfolios. Its long-standing track record and adherence to a conservative, research-driven approach provide notable stability within the U.S. fixed income mutual fund landscape.
Fund Family Tributary Funds
Category Intermediate Core Bond
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol FOINX
Share Class Institutional
Index Bloomberg U.S. Aggregate Bond TR
FOINX had a total return of -2.25% in the past year, including dividends. Since the fund's
inception, the average annual return has been 2.95%.
