Tributary Growth Opportunities Fd Instl (FOGRX) Research
The Tributary Growth Opportunities Fund Instl primarily seeks to achieve substantial growth in its investment value over an extended period. Typically, the fund's manager intends to dedicate at least 80% of its total assets to ordinary shares and other instruments that can be converted into common stock. This includes, for instance, convertible bonds, convertible preferred shares, stock options, and subscription rights. Additionally, the portfolio has the flexibility to allocate up to 35% of its capital to preferred stocks and warrants. The fund is not restricted by the size of the issuing company, allowing it to invest in securities from businesses across the entire market capitalization range, encompassing large, medium, and small-cap enterprises.
Market snapshot
- Symbol
- FOGRX
- Price
- $10.01
- Day change
- 0.00%
- Market cap
- $92.6M
- P/E ratio
- 9.27x
- 52-week range
- 10.01-10.01
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- AMG GW&K Small Cap Value Fund II - Class I (ACRTX)
- AMG GW&K Small Cap Value Fund II - Class N (ASCTX)
- Soundwatch Hedged Equity Fund - Institutional Class (BHHEX)
- BMO Moderate Allocation Fund - Y (BMBYX)
- CLS Flexible Income Fund Class N (CLFLX)
- Wells Fargo Intrinsic World Equity Fund - Class Inst (EWENX)
- Western Asset Municipal Partners Fund Inc. (MNP)
- Nationwide Small Company Growth Fund Class A (NWSAX)
Open Tributary Growth Opportunities Fd Instl (FOGRX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.