Total Return | 0.07 | 11.90 | 8.89 | -4.97 | 6.83 |
Category Average | -1.79 | 10.27 | 10.92 | -6.88 | 7.35 |
Assets for Each Yr* | 0.80 | 1.12 | 1.34 | 1.22 | 1.36 |
YTD | 3 Year | 5 Year | |||
---|---|---|---|---|---|
Fund Family | 6.83 | 8.39 | 6.01 | ||
Total Assets* | Min. Investment | Load (% of Assets) | No Load (% of Assets) |
---|---|---|---|
$1,356 mil | $5,000,000 | 0.00 | 100.00 |
Asset Class | Score | % of Assets | Expense Ratio % | Expense Rating |
Domestic Stock | 3.6 | 62.65 | 1.07 | Average |
International Stock | -- | -- | -- | -- |
Municipal Bond | 5.0 | 5.23 | 0.45 | Very Low |
Taxable Bond | 3.9 | 27.11 | 0.69 | Below Avg |
Sector | YTD Return % | % Net Assets | ||
---|---|---|---|---|
AMN Healthcare Services Inc* | Healthcare | -4.43 | 1.66 | |
Selective Insurance Group Inc* | Financial Services | 8.91 | 1.47 | |
Omnicell Inc* | Technology | 35.53 | 1.02 | |
Barnes Group Inc* | Industrials | 14.43 | 0.89 | |
MTS Systems Corp* | Technology | 35.24 | 0.81 | |
Sensient Technologies Corp* | Basic Materials | 14.06 | 0.78 | |
Kforce Inc* | Industrials | 24.19 | 0.75 | |
Sykes Enterprises Inc* | Technology | 23.41 | 0.70 | |
Agree Realty Corp* | RealEstate | 9.61 | 0.64 | |
Cambrex Corp* | Healthcare | 1.54 | 0.56 | |
Standard Motor Products Inc* | Consumer Cyclical | 3.65 | 0.56 | |
Sturm Ruger & Co Inc* | Industrials | 10.95 | 0.53 | |
CTS Corp* | Technology | 17.15 | 0.52 | |
Mercantile Bank Corp* | Financial Services | 23.71 | 0.50 | |
Multi-Color Corp* | Industrials | 36.68 | 0.50 | |
La-Z-Boy Inc* | Consumer Cyclical | 16.28 | 0.29 | |
Advance Auto Parts Inc* | Consumer Cyclical | 6.15 | 0.19 | |
Fiserv Inc* | Industrials | 16.51 | 0.19 | |
Edwards Lifesciences Corp* | Healthcare | 15.58 | 0.18 | |
Zebra Technologies Corp* | Industrials | 25.18 | 0.18 | |
Fund Name | 5-Yr Rank | Analyst Report | ||
---|---|---|---|---|
Tributary Small Company Inst | 16 | -- | ||
Tributary Balanced Instl | 37 | -- | ||
Tributary Income Instl | 38 | -- | ||
Tributary Growth Opps Inst | 45 | -- | ||
Tributary Shrt Interm Bond I | 47 | -- |
Fund Name | 5-Yr Rank | Analyst Report | ||
---|---|---|---|---|
Tributary Shrt Interm Bond I | 47 | -- | ||
Tributary Growth Opps Inst | 45 | -- | ||
Tributary Income Instl | 38 | -- | ||
Tributary Balanced Instl | 37 | -- | ||
Tributary Small Company Inst | 16 | -- |
Fund Name | Expense Ratio | Analyst Report | ||
---|---|---|---|---|
Tributary Nebraska Tax-Free | 0.45 | -- | ||
Tributary Shrt Interm Bond I | 0.77 | -- | ||
Tributary Income Instl | 0.82 | -- | ||
Tributary Growth Opps Inst | 1.13 | -- | ||
Tributary Balanced Instl | 1.18 | -- |
Fund Name | Expense Ratio | Analyst Report | ||
---|---|---|---|---|
Tributary Small Company Inst | 1.22 | -- | ||
Tributary Balanced Instl | 1.18 | -- | ||
Tributary Growth Opps Inst | 1.13 | -- | ||
Tributary Income Instl | 0.82 | -- | ||
Tributary Shrt Interm Bond I | 0.77 | -- |
Fund Name | Manager Name | Avg Manager Tenure | ||
---|---|---|---|---|
Tributary Small Comp | Mark A. Wynegar | 15.50 | ||
Tributary Income Ins | Travis J. Nordstrom | 14.40 | ||
Tributary Shrt Inter | Travis J. Nordstrom | 14.40 | ||
Tributary Growth Opp | Charles Lauber | 8.40 | ||
Tributary Balanced I | Charles Lauber | 4.40 |
Fund Name | Manager Name | Avg Manager Tenure | ||
---|---|---|---|---|
Tributary Nebraska T | Ronald Horner | 3.10 | ||
Tributary Balanced I | Charles Lauber | 4.40 | ||
Tributary Growth Opp | Charles Lauber | 8.40 | ||
Tributary Income Ins | Travis J. Nordstrom | 14.40 | ||
Tributary Shrt Inter | Travis J. Nordstrom | 14.40 |