Short Intermediate Bond Fund Quote
| FOSIX Fund | USD 9.05 0.01 0.11% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Short-intermediate is trading at 9.05 as of the 1st of December 2024; that is 0.11 percent up since the beginning of the trading day. The fund's open price was 9.04. Short-intermediate has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Short Intermediate Bond Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of June 2024 and ending today, the 1st of December 2024. 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 Idea | Long Short Funds (View all Themes) |
| Fund Concentration | Tributary Funds, Large Funds, Short-Term Bond Funds, Long Short Funds, Short-Term Bond, Tributary Funds, Large, Short-Term Bond (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of August 2022 |
| Fiscal Year End | March |
Short Intermediate Bond Fund [FOSIX] is traded in USA and was established 1st of December 2024. 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 4.49% with the current yeild of 0.0%, while the total return for the last 3 years was 1.82%.
Check Short-intermediate Probability Of Bankruptcy
Instrument Allocation
Short Intermediate Bond Risk Profiles
| Mean Deviation | 0.0878 | |||
| Standard Deviation | 0.1192 | |||
| Variance | 0.0142 | |||
| Downside Variance | 0.0203 |
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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