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TANDX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
34.17M

TANDX Castle Tandem Institutional Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are VISA (NYSE:V), Johnson & Johnson (NYSE:JNJ), Abbott Laboratories (NYSE:ABT), Comcast Corp (NASDAQ:CMCSA).

Industry description

The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests primarily in common stocks of large-capitalization companies. It generally considers a company to be a large-capitalization company if, at the time of purchase, its market capitalization is $15 billion or more. Although the fund invests primarily in large-capitalization companies it may also invest in small and medium capitalization companies. It may invest in foreign securities, including sponsored ADRs.

Market Cap

The average market capitalization across the Castle Tandem Institutional MF is 143.51B. The market cap for tickers in the group ranges from 13.37B to 582.53B. V holds the highest valuation in this group at 582.53B. The lowest valued company is SJM at 13.37B.

Volume

The average weekly volume growth across all stocks in the Castle Tandem Institutional MF was 1%. For the same stocks of the MF, the average monthly volume growth was 13% and the average quarterly volume growth was 23%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 53
P/E Growth Rating: 55
Price Growth Rating: 36
SMR Rating: 51
Profit Risk Rating: 37
Seasonality Score: -47 (-100 ... +100)
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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
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TANDX and

Correlation & Price change

A.I.dvisor indicates that over the last year, TANDX has been closely correlated with FXAIX. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if TANDX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TANDX
1D Price
Change %
TANDX100%
+0.33%
FXAIX - TANDX
82%
Closely correlated
+0.04%
VSMPX - TANDX
79%
Closely correlated
+0.07%
VTSMX - TANDX
79%
Closely correlated
+0.07%
VSTSX - TANDX
79%
Closely correlated
+0.07%
VITSX - TANDX
79%
Closely correlated
+0.07%
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