Tributary Balanced Fd Instl (FOBAX) Research
The fund aims to generate capital growth while also providing ongoing income. Its Sub-Adviser diversifies the portfolio by investing in common stocks, fixed-income instruments, and cash equivalents. Typically, 25% to 75% of the fund's assets will be allocated to equities and convertible securities, with a minimum of 25% dedicated to fixed-income securities. The fund may also include preferred shares and warrants in its holdings and has the flexibility to invest in companies of any market capitalization, whether large, medium, or small.
Market snapshot
- Symbol
- FOBAX
- Price
- $20.42
- Day change
- +0.25%
- Market cap
- $82.5M
- 52-week range
- 19.13-21.97
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Alger Balanced Portfolio Class I-2 (ABLOX)
- ABR Dynamic Blend Equity and Volatility Fund - Investor Shares (ABRTX)
- Manning & Napier Fd, Inc. Equity Series Class S (EXEYX)
- Lazard Developing Markets Equity Pft Open Shs (LDMOX)
- Lazard Enhanced Opportunities Portfolio Open Shares (LEOOX)
- Edgar Lomax Value Fd (LOMAX)
- Lazard International Small Cap Equity Portfolio Open Shares (LZSMX)
- Lazard US Equity Select Portfolio Open Shares (LZUOX)
Open Tributary Balanced Fd Instl (FOBAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.