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Tributary Growth Opportunities Fd Instl (FOGRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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As of 08:01PM EST. Market open.

Tributary Growth Opportunities Fd Instl

Tributary Funds, Inc


OMAHA NE 68197

Management information
Charles Lauber,Lead manager since 12 October 2006
Charles Lauber, CFA, Portfolio Manager. Chuck has been responsible for analyzing the technology, healthcare, and telecom sectors since joining First National in August 2006. Chuck has many years of investment experience, serving as an asset allocation portfolio manager from early 2005 to August 2006 at Koesten Hirschmann & Crabtree in Overland Park, KS, and previously working as an analyst and co-portfolio manager at Security Benefit Group in Topeka, KS. Chuck earned his Bachelor of Business Administration in Finance from East Texas State University in 1987 and his Master of Business Administration in Finance in 1993 from the McCombs School of Business at the University of Texas. In 1997, he earned his designation as a Chartered Financial Analyst from the CFA Institute. Chuck is a member of the CFA Institute, and the DFW Society of Financial Analysts.
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 assets174.28M
YTD return-14.72%
Morningstar rating★★★
Inception date31 Mar 1998

Fund operations

Last dividend0.00
Last cap gain0.00
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 projection396N/A
5-yr expense projection706N/A
10-yr expense projection1,587N/A