Tributary Smallmid Cap Fund Quote
| FSMCX Fund | USD 18.30 0.03 0.16% |
Performance10 of 100
| Odds Of DistressLess than 9
|
Tributary Small/mid is trading at 18.30 as of the 29th of November 2024; that is 0.16 percent down since the beginning of the trading day. The fund's open price was 18.33. Tributary Small/mid has less than a 9 % chance of experiencing financial distress in the next few years and had a ok performance during the last 90 days. Equity ratings for Tributary Smallmid Cap 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- or mid-market capitalizations. More on Tributary Smallmid Cap
Moving together with Tributary Mutual Fund
| 1.0 | FSMBX | Tributary Smallmid Cap | PairCorr |
| 0.94 | FOBAX | Balanced Fund Instit | PairCorr |
| 0.94 | FOBPX | Balanced Fund Instit | PairCorr |
Moving against Tributary Mutual Fund
Tributary Mutual Fund Highlights
| Fund Concentration | Tributary Funds, Large Funds, Small Blend Funds, Small Blend, Tributary Funds, Large, Small Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
Tributary Smallmid Cap [FSMCX] is traded in USA and was established 29th of November 2024. Tributary Small/mid 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 1.55 M in assets under management (AUM) with no minimum investment requirementsTributary Smallmid Cap is currently producing year-to-date (YTD) return of 16.7%, while the total return for the last 3 years was 5.51%.
Check Tributary Small/mid 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 Tributary 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 Tributary 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 Tributary Smallmid Cap 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 Tributary Smallmid Cap Mutual Fund Constituents
| IDA | IDACORP | Stock | Utilities | |
| TTEK | Tetra Tech | Stock | Industrials | |
| TSCO | Tractor Supply | Stock | Consumer Discretionary | |
| SF | Stifel Financial | Stock | Financials | |
| RPM | RPM International | Stock | Materials | |
| PTC | PTC Inc | Stock | Information Technology | |
| PKI | PerkinElmer | Stock | Health Care | |
| OSK | Oshkosh | Stock | Industrials |
Tributary Smallmid Cap Risk Profiles
| Mean Deviation | 0.7451 | |||
| Semi Deviation | 0.7908 | |||
| Standard Deviation | 1.04 | |||
| Variance | 1.07 |
Tributary Small/mid Against Markets
Other Information on Investing in Tributary Mutual Fund
Tributary Small/mid financial ratios help investors to determine whether Tributary 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 Tributary with respect to the benefits of owning Tributary Small/mid security.
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