MENU
TANDX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

Castle Tandem Institutional (TANDX) Ownership - Who owns Castle Tandem Institutional?

The investment seeks long-term capital appreciation... Show more

Category: #Large Blend

Profile

Category
Large Blend
Address
PFS Funds480 N Magnolia Ave, Ste 103El Cajon
Phone
N/A
Web
N/A

Details

Group
Domestic Stock Funds
Category
Large Blend
Total Expense Ratio
1.19
Min. Initial Investment
10000.00
Fund Existence
about 6 years
Turnover
11.43
Front Load
N/A
Net Assets
31692148.00
Manager Tenure
N/A

Fundamentals

TANDX
Net Assets
31.7M
Fund Existence
about 6 years
Turnover
11.43
Total Expense Ratio
1.19
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
10000
Min. Initial Investment IRA
N/A
Morningstar Category
Large Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.59
Assets in Top Ten Holdings
12.2M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
31.7M
Fund Type
OpenEnd
Index Fund
No
Management Fee
1.00
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
36.00
Number of Net Holdings
36.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
0.01
Weighting Top Ten Holdings
38.71%
Gain YTD
5.145
Annual Yield % from dividends
0.95
Returns for 1 year
8.15
Returns for 3 years
12.33
Returns for 5 years
58.02
Returns for 10 years
N/A
View a ticker or compare two or three
Ad is loading...
A.I.Advisor
published price charts
A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
PFS Funds480 N Magnolia Ave, Ste 103El Cajon
Phone
N/A
Web
N/A