Small Pany is trading at 29.47 as of the 20th of July 2025; that is 1.01 percent decrease since the beginning of the trading day. The fund's open price was 29.77. Small Pany has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of June 2025 and ending today, the 20th of July 2025. Click here to learn more.
Under normal market conditions, the Advisor intends to invest at least 80 percent of its assets in common stocks and securities that can be converted into common stocks, such as convertible bonds, convertible preferred stocks, options, and rights, of companies with small market capitalization. More on Small Pany Fund
Small Pany Fund [FOSCX] is traded in USA and was established 20th of July 2025. Small Pany is listed under Tributary Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Tributary Funds family. This fund currently has accumulated 701.58 M in assets under management (AUM) with no minimum investment requirementsSmall Pany Fund is currently producing year-to-date (YTD) return of 1.31%, while the total return for the last 3 years was 8.76%.
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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 Small 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 Small 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 Small Pany Fund 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.
Other Information on Investing in Small Mutual Fund
Small Pany financial ratios help investors to determine whether Small 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 Small with respect to the benefits of owning Small Pany security.