FOSIX

About FOSIX

Tributary Short-Intermediate Bond Fund Institutional Class is a U.S. mutual fund focused on investment-grade fixed income with a targeted short-to-intermediate maturity profile. Its primary objective is to maximize total return while emphasizing current income, capital preservation, and reduced price volatility. Under normal conditions, the portfolio invests at least 80% of assets in fixed income securities and maintains a dollar-weighted average maturity generally between one and five years, aligning it with the short-term bond category. The fund’s approach prioritizes avoiding permanent loss of capital and exploiting market inefficiencies within the bond market, seeking consistency through diversified exposure to high-quality corporate and government issues. It distributes income monthly and is designed for investors seeking a conservative core bond allocation with lower interest-rate sensitivity than longer-duration strategies. Established in 1991, the strategy has a long operating history and is managed by a dedicated fixed-income team employing a disciplined process that benchmarks performance against short-duration government and credit markets.