TANDX Mutual Fund

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 Information Technology, Health Care, Financials. Inception date: 2019-03-15.

TANDX performance shows a YTD return of -6.37%. The 1-year return is -8.36% and the 5-year return is 2.35%. TANDX dividend yield stands at 6.64%, paid annually.

TANDX top holdings include Goldman Sachs Financial Square Government Fund (6.9%), Amphenol Corp. Class A (5.0%), B 7/7/26 Govt (4.8%), United States Treasury Bills, 3.590%, 7/14/2026 (4.8%), Nextera Energy Inc. (4.2%). Go to all TANDX holdings, TANDX sectors, or TANDX dividends.

TANDX can be compared against other funds. Use TANDX overlap to find shared positions, or TANDX vs another fund for a side-by-side view. TANDX alternatives are available via the screener, along with tax-loss harvesting opportunities.