TANDX Mutual Fund

TANDX Mutual Fund (Tandem Fund) is managed by Castle Investment Management with $16.2M in net assets. TANDX expense ratio is 1.01%, holding 37 positions across sectors including Financials, Information Technology, Health Care. 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 2.11%. TANDX dividend yield stands at 6.64%, paid annually.

TANDX top holdings include Goldman Sachs Fin Gov 465 Institut (9.1%), International Exchange, Inc. (4.3%), B 4/7/26 Govt (4.2%), Nextera Energy Inc. (4.0%), Resmed Inc. (3.7%). 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.