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Tributary Funds, Inc. - Tributary Growth Opportunities Fund (FOGRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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As of 09:01PM EDT. Market open.

Tributary Funds, Inc. - Tributary Growth Opportunities Fund

OMAHA NE 68197


Tributary Funds, Inc

Management information
,Lead manager since 30 September 2014
Kurt Spieler, CFA, Senior Managing Director. Kurt joined First National in 2005 and has over 30 years of experience including the portfolio management of mutual funds in emerging markets, core international and U.S. moderate allocation. Previously, he was head of international equities for Principal Global Investors, as well as president of his own asset management firm. Kurt graduated from Iowa State University and chose to obtain his MBA from Drake University. Kurt is a member of the CFA Institute and the CFA Society of Colorado.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryMid-Cap Growth
Fund familyTributary Funds
Net assets92.56M
YTD return-21.06%
Morningstar rating★★
Inception date31 Mar 1998

Fund operations

Last dividend0.05
Last cap gain41.00
Holdings turnoverN/A
Average for categoryN/A

Fees and expenses

ExpenseFOGRXCategory average
Annual report expense ratio (net)1.05%1.09%
Prospectus net expense ratio1.05%N/A
Prospectus gross expense ratio1.34%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A