FOBPX Mutual Fund

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 188 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2011-10-14.

FOBPX performance shows a YTD return of 6.84%. The 1-year return is 7.10% and the 5-year return is 6.77%. FOBPX dividend yield stands at 9.75%, paid quarterly.

FOBPX top holdings include NVIDIA Corp (4.8%), Apple Inc (4.7%), Microsoft Corp (4.1%), Treasury Note (Otr) 1.88% Feb 15, 2032 (4.0%), U.S. Treasury Notes 1.5% 02/15/2030 (3.6%). Go to all FOBPX holdings, FOBPX sectors, or FOBPX dividends.

FOBPX can be compared against other funds. Use FOBPX overlap to find shared positions, or FOBPX vs another fund for a side-by-side view. FOBPX alternatives are available via the screener, along with tax-loss harvesting opportunities.