Balanced Fund is trading at 21.10 as of the 3rd of September 2025; that is 0.38 percent decrease since the beginning of the trading day. The fund's open price was 21.18. Balanced Fund has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and had a somewhat solid performance during the last 90 days. The performance scores are derived for the period starting the 5th of June 2025 and ending today, the 3rd of September 2025. Click here to learn more.
The investment seeks capital appreciation and current income. Tributary Balanced is traded on NASDAQ Exchange in the United States. More on Balanced Fund Institutional
Balanced Fund Institutional [FOBAX] is traded in USA and was established 3rd of September 2025. Balanced Fund is listed under Tributary Funds category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Tributary Funds family. This fund currently has accumulated 77.68 M in assets under management (AUM) with minimum initial investment of 1 K. Balanced Fund Instit is currently producing year-to-date (YTD) return of 5.42% with the current yeild of 0.01%, while the total return for the last 3 years was 10.29%.
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Balanced Fund financial ratios help investors to determine whether Balanced Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Balanced with respect to the benefits of owning Balanced Fund security.