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Tributary Small/Mid Cap Institutional (FSMCX)

13.78
-0.38
(-2.68%)
At close: 8:01:00 PM EDT
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  • Previous Close 14.16
  • YTD Return -7.58%
  • Expense Ratio 0.94%
  • Category Small Blend
  • Last Cap Gain 21.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 37.87M
  • Beta (5Y Monthly) 1.00
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.01
  • Inception Date Aug 1, 2019

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 of companies with small- or mid-market capitalizations. The advisor defines small- and mid-market capitalization companies as companies with market capitalizations of up to $30 billion.

Tributary Funds

Fund Family

Small Blend

Fund Category

37.87M

Net Assets

2019-08-01

Inception Date

Performance Overview: FSMCX

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Trailing returns as of 4/7/2025. Category is Small Blend.

YTD Return

FSMCX
7.58%
Category
20.19%
 

1-Year Return

FSMCX
4.61%
Category
60.18%
 

3-Year Return

FSMCX
2.44%
Category
11.32%
 

5-Year Return

FSMCX
15.67%
Category
13.88%
 

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Holdings: FSMCX

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Sector Weightings

SectorFSMCX
Technology   20.18%
Industrials   16.55%
Healthcare   8.14%
Real Estate   6.57%
Energy   4.58%
Utilities   2.46%

Recent News: FSMCX

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Research Reports: FSMCX

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