About FOSCX
The Tributary Small Company Fund Institutional Class is a mutual fund focused on investing in small-capitalization U.S. companies. The fund’s strategy centers on a fundamental, bottom-up approach to identify businesses with strong models and attractive valuations, specifically those with market capitalizations below $6 billion. By primarily holding common stocks across the small-blend category, it seeks to generate long-term, above-average returns while aiming to keep risk below the broader small-cap market. The fund’s diversified portfolio spans sectors such as healthcare, industrials, consumer cyclical, and financial services, with significant allocations to companies like Integer Holdings and CSW Industrials. With annual dividend distributions, a minimum investment threshold, and a management team that emphasizes disciplined research, the fund provides investors exposure to the growth and diversification potential of the small-cap segment. Its distinct role is to capitalize on market inefficiencies in the small-cap space, seeking consistent excess returns for institutional investors over time.
Fund Family Tributary Funds
Category Small Blend
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol FOSCX
Share Class Institutional
Index Russell 2000 TR
FOSCX had a total return of 6.81% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.27%.
