Castle Tandem Fund No-Load Shares
TANDX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
Beta
7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
1-Year Total Return
2-Year Total Return
3-Year Total Return
5-Year Total Return
Last Bull Market Total Return
Last Bear Market Total Return
Forward Dividend Yield
Price
1-Month Low
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1-Month High
--
52-Week Low
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52-Week High
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Company Information
Provider
Castle Investment Management
Manager/Tenure
(Years)
(Years)
John Carew (6), Ben Carew (6), William Little (6), 1 other
Website
Address
Castle Investment Management
Broadview Heights OH - 44147
Broadview Heights OH - 44147
Country
United States
Phone Number
877-743-7820
Investment Strategy
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.