2 / 5 Stars
1 1 4 3 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
#357 in Large Blend
U.S. News evaluated 498 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 12.14 percent over the past year, 6.58 percent over the past three years, 2.36 percent over the past five years, and 6.62 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||10.8%|
|3 Years (Annualized)||6.6%|
|5 Years (Annualized)||2.4%|
|10 Years (Annualized)||6.6%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% 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. It typically invests in domestic companies with market capitalizations over $5 billion. The fund may also invest up to 20% of its assets in preferred stocks, warrants, and common stocks other than those described above.
Fees are Above Average compared to funds in the same category.
Tributary Core Equity Fund has an expense ratio of 1.11 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.