FOINX Mutual Fund
FOINX Mutual Fund
FOINX Mutual Fund
Tributary Income Fund Institutional Class
FOINX Mutual Fund Overview
FOINX Mutual Fund (Tributary Income Fund Institutional Class) is managed by Tributary Funds with $1.7M in net assets. FOINX expense ratio is 0.63%, holding 218 positions across sectors including Financials, Industrials, Real Estate. Inception date: 2001-03-09.
FOINX performance shows a YTD return of -3.18%. The 1-year return is -2.28% and the 5-year return is -0.36%. FOINX dividend yield stands at 3.41%, paid monthly.
FOINX top holdings include U.S. Treasury Notes 1.5% 02/15/2030 (5.4%), Treasury Note (Otr) 1.88% Feb 15, 2032 (4.9%), Us Treasury N/B 08/43 3.625 (4.3%), United States Treasury Note 2029-02-28 (3.9%), Treasury Note (Otr) 3.88% Aug 15, 2033 (2.8%). Go to all FOINX holdings, FOINX sectors, or FOINX dividends.
FOINX can be compared against other funds. Use FOINX overlap to find shared positions, or FOINX vs another fund for a side-by-side view. FOINX alternatives are available via the screener, along with tax-loss harvesting opportunities.