Tributary Small Company Fund Institutional Plus Class
FOSBX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 1620 Dodge Street Omaha NE United States of America 68197
- IPO Date
- Dec 20, 2010
- CIK
- 0000932381
- Website
- tributaryfunds.com
- Similar Companies
- Business
- Tributary Small Company Fund Institutional Plus Class (FOSBX) is an open-end mutual fund that seeks long-term capital appreciation through a fundamental, bottom-up investment approach focused on small-capitalization companies with market capitalizations under $6 billion, blending quality business models and attractive valuations; it primarily invests in common stocks of such U.S. small-cap firms across sectors including consumer cyclical, financial services, healthcare, basic materials, and utilities, with top holdings such as Boot Barn Holdings Inc., Moelis & Co Class A, Addus HomeCare Corp., Kaiser Aluminum Corp., and Atlantic Union Bankshares Corp. The fund offers institutional share classes including Institutional (FOSCX, inception June 10, 1996) and Institutional Plus (FOSBX, inception December 17, 2010), with a net expense ratio of 0.95% for FOSBX, annual dividend frequency, and minimum investments of $1,000 for FOSCX and $5,000,000 for FOSBX; it is part of the Tributary Funds family managed by Tributary Capital Management, a firm with over 20 years of history, deep investment team tenure averaging nearly 20 years, and portfolio managers led by President Mark Wynegar, CFA (over 30 years experience) and Michael Johnson, CFA. Advised by Tributary Capital Management, a wholly-owned subsidiary of First National Bank of Omaha (itself under First National of Nebraska), the fund operates from headquarters in Omaha, Nebraska, targeting institutional and wealth clients in the U.S. small blend category with total net assets of approximately $597 million. As of late 2025, the fund maintains its core small-cap equity strategy with no reported major acquisitions, partnerships, funding rounds, product launches, or strategic shifts in the last 1-2 years; it continues to emphasize long-term ownership of undervalued quality businesses amid stable management and Morningstar ratings reflecting risk-adjusted performance in the small blend category.