Tributary Small/Mid Cap FundFSMBX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$28.6M
Expense ratio
0.90%
1-year return
+1.5%
3 years, a year
+5.3%
5 years, a year
+4.1%
Holdings
59
What it aims to do.
The Tributary Small/Mid Cap Fund (the Fund) seeks long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| BURL Burlington Stores Inc | 3.16% |
| IDA IDACORP Inc | 3.06% |
| LFUS Littelfuse Inc | 3.02% |
| ONTO Onto Innovation Inc | 2.59% |
| CACI CACI International Inc | 2.57% |
| NPO Enpro Inc | 2.47% |
| PR Permian Resources Corp | 2.43% |
| DIOD Diodes Inc | 2.34% |
| SF Stifel Financial Corp | 2.34% |
| MKL Markel Group Inc | 2.31% |
More on FSMBX.
- FSMBX overview
- FSMBX holdings
- FSMBX risk
- FSMBX costs
- FSMBX money in and out
- FSMBX share classes
- Compare FSMBX 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.