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Tributary Small Company Fd Instl: (MF: FOSCX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:18 PM ET

$29.05 USD

+0.03 (0.10%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 10.21 13
3 months 9.08 26
6 months 6.10 76
1 Year 9.98 84
3 Year 7.96 83
5 Year 7.32 35
10 Year 9.40 80

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 105.58
Bear Market (10/07 - 2/09) -44.57
Bull Market (2/09 - 3/21) 608.96

Load Adjusted Returns as of Feb 28, 2026

1 Year -3.98
5 Year 7.14
10 Year 7.84
Since Inception 8.42

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -8.60 4.16 2.34 -1.45
2024 3.75 -1.69 9.64 -2.18
2023 4.26 4.75 -4.81 12.18
2022 -6.09 -10.28 -5.00 8.85
2021 13.82 5.28 -1.12 11.65

Annual Return

20262025202420232022202120202019201820172016
% Total Return 10.21-3.989.3916.62-12.8832.301.1923.14-10.738.4924.92
% Total Return Rel to Index 6.34-22.20-15.63-9.625.323.61-17.21-8.34-6.34-13.3012.99
% Total Return Rel to Peer 3.15-11.28-2.530.546.6312.98-17.80-2.290.03-7.108.97
% Perf Quintile vs Peer* 1.005.000.003.002.001.005.004.003.005.002.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.06
% Yield 0.000.000.000.000.000.000.000.000.000.000.21
Capital Gains ($) 0.002.002.030.783.545.150.000.371.311.500.35
Expense Ratio 0.001.181.171.171.181.171.211.201.211.201.18

* 1 = Top 20%, 5 = Bottom 20%