FOBPX Mutual Fund (Tributary Balanced Fund Institutional Plus Class) is managed by Tributary Funds with $55.6M in net assets. FOBPX expense ratio is 0.77%, holding 206 positions across sectors including Financials, Information Technology, Unknown. Inception date: 2011-10-14.

FOBPX performance shows a YTD return of 2.82%. The 1-year return is 9.77% and the 5-year return is 5.81%. FOBPX dividend yield stands at 10.07%, paid quarterly.

FOBPX top holdings include Nvidia Corp (4.7%), Treasury Note (Otr) 1.88% Feb 15, 2032 (4.2%), Apple Inc (4.2%), U.S. Treasury Note, 1.50%, Due 02/15/2030 (3.9%), Alphabet Inc series C (3.4%). View all FOBPX holdings, sector breakdown, or dividend history.

FOBPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FOBPX alternatives are available via the screener, along with tax-loss harvesting opportunities.