Tributary Balanced Fund Institutional Class (FOBAX)
NASDAQ NASDAQ Primary Summary
FOBAX Chart
Tributary Balanced Fund Institutional Class (FOBAX) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has Tributary Balanced Fund Institutional Class ever had a stock split?
Tributary Balanced Fund Institutional Class Profile
| NASDAQ Exchange | US Country |
Overview
The fund operates as a diverse investment platform, strategically allocating its assets across a spectrum of stock, fixed income securities, and cash equivalents to optimize returns and mitigate risks for its investors. By maintaining a flexible asset allocation strategy, with 25% to 75% of its assets in stocks and convertible securities, and a minimum of 25% in fixed income securities, the fund caters to a wide array of risk tolerances and investment objectives. This adaptability showcases the fund's commitment to maximizing investment opportunities while carefully managing exposure to market volatility.
Products and Services
- Stocks and Convertible Securities
The fund invests a significant portion of its assets in a mix of stocks and convertible securities, targeting a range from 25% to 75%. This broad allocation spectrum allows the fund to capitalize on the growth potential of equities and the flexibility of convertible securities, catering to investors looking for a balanced approach to capital appreciation and income generation.
- Fixed Income Securities
Guaranteeing a steady allocation of at least 25% of its total assets, the fund commits to fixed income securities. This dedication ensures that investors have continual exposure to income-producing assets, which can provide stability and reduce the overall volatility of the fund's portfolio, particularly beneficial during turbulent market periods.
- Preferred Stocks and Warrants
Expanding its diversification strategy, the fund may also choose to invest in preferred stocks and warrants. Preferred stocks offer the potential for income through dividends, while warrants provide a pathway to purchase other securities at a predetermined price, potentially adding layers of value and opportunity to the investment portfolio.
- Securities Across Market Capitalizations
The fund's investment strategy is not limited by company size; it may invest in securities issued by companies with large, medium, or small capitalizations. This agnostic approach to market cap allows the fund to seek out the best investment opportunities across the entire market spectrum, from established industry leaders to emerging growth companies.
