Tributary Balanced Fund Institutional Plus (FOBPX)
Market Closed
14 Aug, 20:00
NASDAQ NASDAQ Primary $
20. 86
-0.04
-0.1914%
$
- Market Cap
0.33% Div Yield
0 Volume
$ 20.9
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Summary
FOBPX closed today lower at $20.86, a decrease of -0.1914% from yesterday's close, completing a monthly increase of 3.6264% or $0.73. Over the past 12 months, FOBPX stock gained 6.1578%.
FOBPX pays dividends to its shareholders, with the most recent payment made on Mar 21, 2025. The next estimated payment will be in 21 Jun 2025 on Jun 21, 2025 for a total of $0.068.
The stock of the company had never split.
The company's stock is traded on one exchange.
FOBPX Chart
Tributary Balanced Fund Institutional Plus (FOBPX) FAQ
What is the stock price today?
The current price is $20.86.
On which exchange is it traded?
Tributary Balanced Fund Institutional Plus is listed on NASDAQ.
What is its stock symbol?
The ticker symbol is FOBPX.
Does it pay dividends? What is the current yield?
Yes, It pays dividends and the current yield is 0.33%.
What is its market cap?
As of today, no market cap data is available.
Has Tributary Balanced Fund Institutional Plus ever had a stock split?
No, there has never been a stock split.
Tributary Balanced Fund Institutional Plus Profile
| NASDAQ Exchange | United States Country |
Overview
The fund operates as a dynamic investment vehicle, adapting its asset allocation strategy to leverage different market conditions. Managed by a sub-adviser, the fund aims to balance risk and reward by varying its investment in stocks, convertible securities, and fixed income securities. Its flexible allocation allows it to invest between 25% to 75% of its assets in stocks and convertible securities, ensuring a minimum of 25% in fixed income securities. This approach positions the fund to navigate through various market environments while seeking to achieve its investment objectives.
Products and Services
The fund's investment strategy is implemented through a diverse portfolio, comprising:
- Stocks and Convertible Securities: The fund invests in a range of equity and convertible instruments, aiming to capitalize on the growth potential of these assets. This allocation can vary between 25% to 75% of the fund's total assets, providing flexibility to adjust to market conditions.
- Fixed Income Securities: At least 25% of the fund's total assets are allocated to fixed income securities. This investment aims to provide stability and income, reducing the overall volatility of the portfolio.
- Preferred Stocks and Warrants: The fund may also explore opportunities in preferred stocks and warrants as part of its diversified investment approach. These instruments can offer additional income and the potential for capital appreciation.
- Investments Across Market Capitalizations: The fund does not restrict its investment to companies of a specific size. It actively invests in large, medium, and small-capitalization companies, aiming to benefit from the growth prospects across the market spectrum.
Contact Information
Address: OMAHA NE 68197
Phone: 1-800-662-4203
Website: https://www.tributaryfunds.com
