FOBPX Tributary Balanced Instl Plus Forecast, Technical & Fundamental Analysis

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN).

The investment seeks capital appreciation and current income. The fund's Sub-Adviser will allocate its assets among stocks, fixed income securities, and cash equivalents. The fund will normally invest 25% to 75% of its assets in stocks and convertible securities and at least 25% of its total assets in fixed income securities. The fund may also invest in preferred stocks and warrants. The fund may invest in securities issued by companies with large, medium, or small capitalizations.

The average market capitalization across the Tributary Balanced Instl Plus MF is 3.44T. The market cap for tickers in the group ranges from 2.33T to 4.33T. NVDA holds the highest valuation in this group at 4.33T. The lowest valued company is AMZN at 2.33T.

The average weekly volume growth across all stocks in the Tributary Balanced Instl Plus MF was 6%. For the same stocks of the MF, the average monthly volume growth was 10% and the average quarterly volume growth was -12%