Small Pany Fund Quote

FOSCX Fund  USD 29.11  0.13  0.45%   

Performance

Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Small Company is trading at 29.11 as of the 7th of November 2025; that is 0.45 percent up since the beginning of the trading day. The fund's open price was 28.98. Small Company has about a 23 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 8th of October 2025 and ending today, the 7th of November 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 market capitalization. More on Small Pany Fund

Moving together with Small Mutual Fund

  0.65FSMBX Tributary Smallmid CapPairCorr
  0.75FSMCX Tributary Smallmid CapPairCorr

Moving against Small Mutual Fund

  0.38FONPX Tributary Nebraska TaxPairCorr

Small Mutual Fund Highlights

Fund ConcentrationTributary Funds, Large Funds, Small Blend Funds, Small Blend, Tributary Funds, Large, Small Blend (View all Sectors)
Update Date30th of September 2025
Expense Ratio Date1st of August 2022
Fiscal Year EndMarch
Small Pany Fund [FOSCX] is traded in USA and was established 7th of November 2025. Small Company 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 701.58 M in assets under management (AUM) with no minimum investment requirementsSmall Pany Fund is currently producing year-to-date (YTD) return of 1.31%, while the total return for the last 3 years was 6.15%.
Check Small Company Probability Of Bankruptcy

Instrument Allocation

Top Small Pany Fund Mutual Fund Constituents

GVAGranite Construction IncorporatedStockIndustrials
SFStifel FinancialStockFinancials
BBarrick MiningStockMaterials
SSBSouthStateStockFinancials
UBSIUnited BanksharesStockFinancials
AUBAtlantic Union BanksharesStockFinancials
TTEKTetra TechStockIndustrials
KALUKaiser AluminumStockMaterials
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Small Company Top Holders

MHELXMh Elite SmallMutual FundAllocation--85%+ Equity
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Small Pany Fund Risk Profiles

Small Company Against Markets

Other Information on Investing in Small Mutual Fund

Small Company financial ratios help investors to determine whether Small 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 Small with respect to the benefits of owning Small Company security.
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