FSMCX Mutual Fund

FSMCX Mutual Fund (Tributary Small/Mid Cap Fund Institutional Class) is managed by Tributary Funds with $476,653.03 in net assets. FSMCX expense ratio is 0.94%, holding 57 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2019-08-02.

FSMCX performance shows a YTD return of 9.53%. The 1-year return is 7.94% and the 5-year return is 6.59%. FSMCX dividend yield stands at 0.79%, paid annually.

FSMCX 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 FSMCX holdings, FSMCX sectors, or FSMCX dividends.

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