FOBAX SEC Filings — Tributary Balanced Fund
Data updated: 2026-08-14
52 SEC filings are listed: 16 prospectuses (latest Jul 21, 2026), 28 quarterly N-PORT holdings reports (latest Aug 14, 2026) and 8 annual N-CEN reports (latest Jun 11, 2026).
FOBAX Prospectus (485BPOS)
Objective, strategy, fees and risks. 16 filings on SEC EDGAR.
FOBAX Portfolio holdings (N-PORT)
Full holdings and monthly flows, filed quarterly. 28 filings on SEC EDGAR.
- Filed Aug 14, 2026
- Filed May 27, 2026
- Filed Feb 23, 2026
- Filed Nov 19, 2025
- Filed Aug 20, 2025
- Filed May 29, 2025
- Filed Feb 10, 2025
- Filed Nov 21, 2024
- Filed Aug 19, 2024
- Filed May 30, 2024
- Filed Feb 27, 2024
- Filed Nov 28, 2023
- Filed Aug 15, 2023
- Filed May 30, 2023
- Filed Feb 15, 2023
- Filed Nov 28, 2022
- Filed Aug 10, 2022
- Filed May 31, 2022
- Filed Feb 14, 2022
- Filed Nov 22, 2021
- Filed Aug 5, 2021
- Filed Jun 1, 2021
- Filed Feb 16, 2021
- Filed Nov 25, 2020
- Filed Aug 19, 2020
- Filed Jun 1, 2020
- Filed Feb 11, 2020
- Filed Nov 25, 2019
FOBAX Annual census (N-CEN)
Service providers, brokerage and operations. 8 filings on SEC EDGAR.
Browse every Tributary Balanced Fund filing on SEC EDGAR
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, and annual data from Form N-CEN.
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.