Tributary Funds

Statistics as of Apr 02, 2025

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Found total of 6 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Small Blend
Expense Ratio
0.96%
TTM Yield
0.3%
3yr Sharpe
-0.08
YTD Return
-7.4%
3yr Return
9.6%
1yr Return
0.4%
Total Assets
$665M
6M Money Flow
-$60M
Small Blend
Expense Ratio
0.90%
TTM Yield
0.1%
3yr Sharpe
-0.11
YTD Return
-6.2%
3yr Return
8.8%
1yr Return
-0.7%
Total Assets
$39M
6M Money Flow
$28M
Moderate Allocation
Expense Ratio
0.77%
TTM Yield
1.6%
3yr Sharpe
0.15
YTD Return
-1.5%
3yr Return
19.2%
1yr Return
6.4%
Total Assets
$79M
6M Money Flow
-$4M
Short-Term Bond
Expense Ratio
0.45%
TTM Yield
3.7%
3yr Sharpe
-0.36
YTD Return
1.6%
3yr Return
11.1%
1yr Return
6.2%
Total Assets
$227M
6M Money Flow
$3M
Intermediate Core Bond
Expense Ratio
0.49%
TTM Yield
3.2%
3yr Sharpe
-0.51
YTD Return
2.9%
3yr Return
2.9%
1yr Return
6.1%
Total Assets
$172M
6M Money Flow
-$478K
Muni Single State Interm
Expense Ratio
0.45%
TTM Yield
2.3%
3yr Sharpe
-0.56
YTD Return
0.6%
3yr Return
4.0%
1yr Return
2.2%
Total Assets
$51M
6M Money Flow
-$2M