Tributary Smallmid Cap Fund Quote
| FSMCX Fund | USD 16.38 0.01 0.06% |
PerformanceWeakest
| Odds Of DistressLow
|
Tributary Smallmid is trading at 16.38 as of the 29th of December 2025; that is 0.06 percent up since the beginning of the trading day. The fund's open price was 16.37. Tributary Smallmid has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 30th of September 2025 and ending today, the 29th of December 2025. Click here to learn more.
Under normal market conditions, the Advisor intends to invest at least 80 percent of its assets in common stocks and securities that can be converted into common stocks, such as convertible bonds, convertible preferred stocks, options, and rights of companies with small- or mid-market capitalizations. More on Tributary Smallmid Cap
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Moving against Tributary Mutual Fund
Tributary Mutual Fund Highlights
| Fund Concentration | Tributary Funds, Large Funds, Small Blend Funds, Small Blend, Tributary Funds, Large, Small Blend (View all Sectors) |
| Update Date | 31st of December 2025 |
Tributary Smallmid Cap [FSMCX] is traded in USA and was established 29th of December 2025. Tributary Smallmid is listed under Tributary Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Tributary Funds family. This fund currently has accumulated 1.55 M in assets under management (AUM) with no minimum investment requirementsTributary Smallmid Cap is currently producing year-to-date (YTD) return of 0.12%, while the total return for the last 3 years was 4.6%.
Check Tributary Smallmid Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Tributary Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Tributary Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Tributary Smallmid Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Tributary Smallmid Cap Mutual Fund Constituents
| IDA | IDACORP | Stock | Utilities | |
| TTEK | Tetra Tech | Stock | Industrials | |
| TSCO | Tractor Supply | Stock | Consumer Discretionary | |
| SF | Stifel Financial | Stock | Financials | |
| RPM | RPM International | Stock | Materials | |
| PTC | PTC Inc | Stock | Information Technology | |
| OSK | Oshkosh | Stock | Industrials | |
| OMCL | Omnicell | Stock | Health Care |
Tributary Smallmid Cap Risk Profiles
| Mean Deviation | 0.6976 | |||
| Standard Deviation | 0.9468 | |||
| Variance | 0.8964 | |||
| Risk Adjusted Performance | (0.01) |
Tributary Smallmid Against Markets
Other Information on Investing in Tributary Mutual Fund
Tributary Smallmid financial ratios help investors to determine whether Tributary 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 Tributary with respect to the benefits of owning Tributary Smallmid security.
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