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Tributary Small/mid Cap Fund - Institutional Class: (MF: FSMCX)

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

$16.09 USD

+0.05 (0.31%)

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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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 5.46 68
3 months 5.20 64
6 months 0.23 92
1 Year 3.04 93
3 Year 6.55 89
5 Year 6.45 43
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year -5.46
5 Year 6.55
10 Year NA
Since Inception 8.59

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -7.57 1.59 3.12 -2.36
2024 6.31 -2.00 7.79 -2.29
2023 1.78 5.18 -3.82 11.98
2022 -6.11 -10.20 -5.46 8.27
2021 11.98 5.42 0.96 11.66

Annual Return

2026202520242023202220212020
% Total Return 5.46-5.469.7315.31-13.7033.0912.37
% Total Return Rel to Index 4.57-23.68-15.28-10.934.494.40-6.02
% Total Return Rel to Peer 1.38-12.76-2.18-0.765.8013.77-6.62
% Perf Quintile vs Peer* 2.005.000.003.002.001.003.00
% Dividends 0.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.00
Capital Gains ($) 0.000.000.000.000.230.550.00
Expense Ratio 0.000.920.930.920.951.200.00

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