Tributary Balanced Fd Instl (FOBAX)
FOBAX Price Chart
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FOBAX Fund Profile
Key details and information about Tributary Balanced Fd Instl (FOBAX).
Sector Focus
Financial Services
Industry
Asset Management
Inception Date
6 Aug 1996
Country
US
Description
The fund aims to generate capital growth while also providing ongoing income. Its Sub-Adviser diversifies the portfolio by investing in common stocks, fixed-income instruments, and cash equivalents. Typically, 25% to 75% of the fund's assets will be allocated to equities and convertible securities, with a minimum of 25% dedicated to fixed-income securities. The fund may also include preferred shares and warrants in its holdings and has the flexibility to invest in companies of any market capitalization, whether large, medium, or small.
FOBAX Fund Performance
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