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Tributary Small/Mid Cap Institutional (FSMCX)

14.51
-0.19
(-1.29%)
As of 8:06:01 AM EDT. Market Open.

Fund Summary

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 Small/Mid Cap Institutional

OMAHA NE 68197
1620 DODGE STREET
1-800-662-4203

Fund Overview

Category Small Blend
Fund Family Tributary Funds
Net Assets 37.87M
YTD Return -7.58%
Yield 0.00%
Morningstar Rating
Inception Date Aug 02, 2019

Fund Operations

Last Dividend 0.01
Last Cap Gain 21.00
Holdings Turnover --
Average for Category --

Fees & Expenses

Expense FSMCX Category Average
Annual Report Expense Ratio (net) 0.94% 1.03%
Prospectus Net Expense Ratio 0.94% --
Prospectus Gross Expense Ratio 5.72% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.19%
Max Deferred Sales Load -- 1.22%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Mark A. Wynegar, Lead Manager since August 01, 2019
Mark is the president of Tributary Capital Management and is a portfolio manager for the firm’s Small Cap, Small/Mid Cap and All Cap Equity strategies. Mark has over 25 years of industry experience and joined Tributary Capital Management’s predecessor, First Investment Group, in 1999. Prior to joining Tributary, he worked for five years at Westchester Capital Management as a senior securities analyst and two years at Union Pacific Railroad as a financial analyst, both in Omaha, Nebraska. Mark received his Bachelor of Science in Business Administration from the University of Nebraska-Lincoln. He earned his Chartered Financial Analyst (CFA) designation in 1997. Mark is a member of the CFA Society of Nebraska and the CFA Institute. He served on the Board of Directors of the CFA Society of Nebraska from 2002 to 2009, serving as president during 2007 and 2008.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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