Balanced Fund Institutional Fund Quote
| FOBPX Fund | USD 20.31 0.02 0.1% |
PerformanceStrong
| Odds Of DistressLow
|
Balanced Fund is trading at 20.31 as of the 19th of July 2025; that is 0.1 percent up since the beginning of the trading day. The fund's open price was 20.29. Balanced Fund has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The funds Sub-Adviser will allocate its assets among stocks, fixed income securities, and cash equivalents. The fund will normally invest 25 percent to 75 percent of its assets in stocks and convertible securities and at least 25 percent of its total assets in fixed income securities. More on Balanced Fund Institutional
Moving together with Balanced Mutual Fund
Balanced Mutual Fund Highlights
| Fund Concentration | Tributary Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Tributary Funds (View all Sectors) |
| Update Date | 30th of June 2025 |
Balanced Fund Institutional [FOBPX] is traded in USA and was established 19th of July 2025. Balanced Fund is listed under Tributary Funds category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Tributary Funds family. This fund currently has accumulated 73.67 M in assets under management (AUM) with no minimum investment requirementsBalanced Fund Instit is currently producing year-to-date (YTD) return of 4.07% with the current yeild of 0.02%, while the total return for the last 3 years was 11.43%.
Check Balanced Fund Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Balanced Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Balanced Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Balanced Fund Institutional Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Balanced Fund Institutional Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| FB | ProShares Trust ProShares | Etf | Internet Content & Information | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| LLY | Eli Lilly and | Stock | Health Care | |
| MA | Mastercard | Stock | Financials |
Balanced Fund Instit Risk Profiles
| Mean Deviation | 0.3684 | |||
| Semi Deviation | 0.2632 | |||
| Standard Deviation | 0.5285 | |||
| Variance | 0.2793 |
Balanced Fund Against Markets
Other Information on Investing in Balanced Mutual Fund
Balanced Fund financial ratios help investors to determine whether Balanced 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 Balanced with respect to the benefits of owning Balanced Fund security.
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