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Tributary Income Instl FOINX

Quantitative rating as of
NAV / 1-Day Return
9.10  /  0.34 %
Total Assets
181.5 Mil
Adj. Expense Ratio
0.660%
Expense Ratio
0.630%
Distribution Fee Level
High
Share Class Type
Institutional
Category
Intermediate Core Bond
Credit Quality / Interest Rate Sensitivity
High / Moderate
Min. Initial Investment
1,000
Status
Open
TTM Yield
2.72%
Effective Duration
6.03 years

Morningstar’s Analysis FOINX

Will FOINX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A strong management team and sound investment process underpin Tributary Income Instl's Morningstar Quantitative Rating of Silver. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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