FSMBX Mutual Fund

FSMBX Mutual Fund (Tributary Small/Mid Cap Fund Institutional Plus Class) is managed by Tributary Funds with $18.2M in net assets. FSMBX expense ratio is 0.90%, holding 57 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2019-08-01.

FSMBX performance shows a YTD return of 8.67%. The 1-year return is 7.12% and the 5-year return is 5.34%. FSMBX dividend yield stands at 0.56%.

FSMBX top holdings include Littelfuse Inc (3.0%), Caci International Inc, Class A (2.8%), Stifel Finl Corp (2.6%), Onto Innovation Inc (2.6%), South State Corp (2.6%). Go to all FSMBX holdings, FSMBX sectors, or FSMBX dividends.

FSMBX can be compared against other funds. Use FSMBX overlap to find shared positions, or FSMBX vs another fund for a side-by-side view. FSMBX alternatives are available via the screener, along with tax-loss harvesting opportunities.