TANDX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Castle Tandem No-Load (TANDX) Ownership - Who owns Castle Tandem No-Load?

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

Category: #Large Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

TANDX

Net Assets

30.7M

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

Fund Share Class Net Assets

30.7M

Fund Type

OpenEnd

Index Fund

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

1.140

Annual Yield % from dividends

0.95

Returns for 1 year

6.04

Returns for 3 years

11.62

Returns for 5 years

37.94

Returns for 10 years

N/A

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General Information

Category LargeBlend

Profile

Fundamentals

Details