TANDX Mutual Fund (Tandem Fund) is managed by Castle Investment Management with $15.9M in net assets. TANDX expense ratio is 1.01%, holding 37 positions across sectors including Financials, Health Care, Unknown. Inception date: 2019-03-15.

TANDX performance shows a YTD return of -11.73%. The 1-year return is -14.80% and the 5-year return is 1.41%. TANDX dividend yield stands at 7.04%, paid annually.

TANDX top holdings include Goldman Sachs Financial Square Government Fund — Institutional Shares (9.1%), Nysintercontinental Exchange Inc (4.3%), Treasury Bill Apr 07, 2026 (4.2%), Nextera Energy Inc (4.0%), Resmed Inc. (3.7%). View all TANDX holdings, sector breakdown, or dividend history.

TANDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. TANDX alternatives are available via the screener, along with tax-loss harvesting opportunities.