Small Pany Fund Quote
| FOSBX Fund | USD 35.12 0.07 0.20% |
Performance8 of 100
| Odds Of DistressLess than 20
|
Small Company is trading at 35.12 as of the 29th of November 2024; that is 0.20 percent up since the beginning of the trading day. The fund's open price was 35.05. Small Company has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Small Pany Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of October 2024 and ending today, the 29th of November 2024. Click here to learn more.
Under normal market conditions, the Advisor intends to invest at least 80 percent of its assets in common stocks and securities that can be converted into common stocks, such as convertible bonds, convertible preferred stocks, options, and rights, of companies with small market capitalization. More on Small Pany Fund
Moving together with Small Mutual Fund
| 0.96 | FSMBX | Tributary Smallmid Cap | PairCorr |
| 0.96 | FSMCX | Tributary Smallmid Cap | PairCorr |
| 0.87 | FOBAX | Balanced Fund Instit | PairCorr |
| 0.87 | FOBPX | Balanced Fund Instit | PairCorr |
Moving against Small Mutual Fund
Small Mutual Fund Highlights
| Fund Concentration | Tributary Funds, Large Funds, Small Blend Funds, Small Blend, Tributary Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of August 2022 |
| Fiscal Year End | March |
Small Pany Fund [FOSBX] is traded in USA and was established 29th of November 2024. Small Company is listed under Tributary Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Tributary Funds family. This fund currently has accumulated 701.58 M in assets under management (AUM) with minimum initial investment of 5 M. Small Pany Fund is currently producing year-to-date (YTD) return of 16.86% with the current yeild of 0.0%, while the total return for the last 3 years was 5.94%.
Check Small Company Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Small Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Small Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Small Pany Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Small Pany Fund Mutual Fund Constituents
| COHR | Coherent | Stock | Information Technology | |
| AMN | AMN Healthcare Services | Stock | Health Care | |
| OMCL | Omnicell | Stock | Health Care | |
| COKE | Coca Cola Consolidated | Stock | Consumer Staples | |
| SF | Stifel Financial | Stock | Financials | |
| B | Barnes Group | Stock | Industrials | |
| IDA | IDACORP | Stock | Utilities | |
| FWRD | Forward Air | Stock | Industrials |
Small Pany Fund Risk Profiles
| Mean Deviation | 0.8745 | |||
| Semi Deviation | 0.8984 | |||
| Standard Deviation | 1.25 | |||
| Variance | 1.57 |
Small Company Against Markets
Other Information on Investing in Small Mutual Fund
Small Company financial ratios help investors to determine whether Small Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Small with respect to the benefits of owning Small Company security.
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