Tributary Funds Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return0.0711.908.89-4.9711.60
    Category Average-1.7910.2710.92-6.8811.31
    Assets for Each Yr*0.801.121.341.221.48
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 11.60 6.05 5.54

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,480 mil $5,000,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.7 62.51 1.06 Average
    International Stock -- -- -- --
    Municipal Bond 4.0 5.10 0.45 Very Low
    Taxable Bond 4.6 27.44 0.68 Below Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Tributary Small Comp Mark A. Wynegar 16.10
    Tributary Income Ins Travis J. Nordstrom 15.00
    Tributary Shrt Inter Travis J. Nordstrom 15.00
    Tributary Growth Opp Charles Lauber 8.90
    Tributary Balanced I Charles Lauber 5.00

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Tributary Nebraska T Ronald Horner 3.70
    Tributary Balanced I Charles Lauber 5.00
    Tributary Growth Opp Charles Lauber 8.90
    Tributary Income Ins Travis J. Nordstrom 15.00
    Tributary Shrt Inter Travis J. Nordstrom 15.00