Tributary Balanced FundFOBPX
Type
Mutual fund
Peer group
Allocation
Net assets
$78.6M
Expense ratio
0.74%
1-year return
+10.3%
3 years, a year
+11.0%
5 years, a year
+6.9%
Holdings
206
What it aims to do.
The Tributary Balanced Fund (the Fund) seeks capital appreciation and current income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA NVIDIA Corp | 4.68% |
| US Treasury N/B | 4.24% |
| AAPL Apple Inc | 4.17% |
| US Treasury N/B | 3.93% |
| GOOG Alphabet Inc | 3.41% |
| N/A | 3.25% |
| MSFT Microsoft Corp | 3.02% |
| US Treasury N/B | 2.62% |
| AMZN Amazon.com Inc | 2.34% |
| AVGO Broadcom Inc | 1.95% |
More on FOBPX.
- FOBPX overview
- FOBPX holdings
- FOBPX risk
- FOBPX costs
- FOBPX money in and out
- FOBPX share classes
- Compare FOBPX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.