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Tributary Funds, Inc. - Tributary Growth Opportunities Fund (FOGPX)

10.61
0.00
(0.00%)
At close: December 28 at 8:00:18 PM EST
Loading Chart for FOGPX
  • Previous Close 10.61
  • YTD Return -21.06%
  • Expense Ratio 1.05%
  • Category Mid-Cap Growth
  • Last Cap Gain 41.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 92.56M
  • Beta (5Y Monthly) 1.04
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend --
  • Inception Date Apr 1, 1998

Under normal market conditions, the Advisor intends to invest at least 80% 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. The fund may also invest up to 35% of its assets in preferred stocks and warrants. The fund may invest in securities issued by companies with large, medium, or small capitalization.

Tributary Funds

Fund Family

Mid-Cap Growth

Fund Category

92.56M

Net Assets

1998-04-01

Inception Date

Performance Overview: FOGPX

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Trailing returns as of 4/29/2022. Category is Mid-Cap Growth.

YTD Return

FOGPX
21.06%
Category
10.80%
 

1-Year Return

FOGPX
18.27%
Category
48.17%
 

3-Year Return

FOGPX
7.00%
Category
21.26%
 

5-Year Return

FOGPX
10.12%
Category
20.18%
 

Holdings: FOGPX

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Sector Weightings

SectorFOGPX
Technology   33.96%
Healthcare   16.41%
Industrials   16.25%
Real Estate   3.23%
Energy   1.79%
Utilities   0.16%

Recent News: FOGPX

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Research Reports: FOGPX

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