Short Intermediate Bond Fund Quote

FOSIX Fund  USD 9.08  0.01  0.11%   

Performance

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Odds Of Distress

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Short-intermediate is trading at 9.08 as of the 25th of July 2025; that is 0.11 percent decrease since the beginning of the trading day. The fund's open price was 9.09. Short-intermediate has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 26th of April 2025 and ending today, the 25th of July 2025. Click here to learn more.
Under normal market conditions, the Advisor intends to invest primarily all, but must invest at least 80, of its net assets, plus any borrowing for investment purposes, in fixed income securities. The fund invests primarily in debt securities rated within the four highest credit categories by at least one nationally recognized statistical rating organization, or if unrated, deemed to be of comparable quality by the funds sub-adviser, First National Fund Advisers.. More on Short Intermediate Bond Fund

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Short-intermediate Mutual Fund Highlights

Thematic IdeaLong Short Funds (View all Themes)
Fund ConcentrationTributary Funds, Large Funds, Short-Term Bond Funds, Long Short Funds, Short-Term Bond, Tributary Funds, Large, Short-Term Bond (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date1st of August 2022
Fiscal Year EndMarch
Short Intermediate Bond Fund [FOSIX] is traded in USA and was established 25th of July 2025. Short-intermediate is listed under Tributary Funds category by Fama And French industry classification. The fund is listed under Short-Term Bond category and is part of Tributary Funds family. The entity is thematically classified as Long Short Funds. This fund currently has accumulated 205.33 M in assets under management (AUM) with no minimum investment requirementsShort Intermediate Bond is currently producing year-to-date (YTD) return of 3.07% with the current yeild of 0.0%, while the total return for the last 3 years was 4.2%.
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Instrument Allocation

Short Intermediate Bond Risk Profiles

Short-intermediate Against Markets

Other Information on Investing in Short-intermediate Mutual Fund

Short-intermediate financial ratios help investors to determine whether Short-intermediate 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 Short-intermediate with respect to the benefits of owning Short-intermediate security.
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